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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARKSHORE WEALTH MANAGEMENT

CRD 148052

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:618f5c1d-e819-b291-1ae0-a6dda9eaa359

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2012 to Jun 11, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $518MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $480M
Private client RAUM: $511MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,611
Individual clients: 368
High net worth clients: 154
SEC number: 801-78573
CIK: 2024251
CRD: 148052
Filings on the tape: 44
First filed: Mar 22, 2012
Latest filed: Jun 11, 2026
Organised: Corporation, CA
Website: parkshorewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL CHRISTIAN ANDERSEN	Certified Financial Planner	GRANITE BAY, CA	14	17	n/a	no
JOHN-THOMAS LLOYD	n/a	South Jordan, UT \| GRANITE BAY, CA	14	14	n/a	no
Trevor Dean Stone	Certified Financial Planner	GRANITE BAY, CA	4	10	n/a	no
Samuel Alan Taylor	Certified Financial Planner	GRANITE BAY, CA	0	10	n/a	no
Paul Merrill Davis	n/a	GRANITE BAY, CA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSEN, DANIEL, CHRISTIAN	CHIEF COMPLIANCE OFFICER	A	yes	07/2008	Mar 22, 2012	Mar 20, 2024
ANDERSON, HAROLD, CRAIG	President	E	yes	07/2008	Mar 22, 2012	Mar 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Folsom	CA	United States	4	no
Lehi	Ut	United States	0	no
Logan	Ut	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$518M	$480M	10	4	4	n/a	n/a
2024	Mar 25, 2025	$455M	$424M	9	4	3	n/a	n/a
2023	Mar 20, 2024	$399M	$385M	8	4	3	n/a	n/a
2022	Feb 21, 2023	$363M	$342M	9	5	3	n/a	n/a
2021	Mar 4, 2022	$374M	$360M	9	5	3	n/a	n/a
2020	Mar 19, 2021	$341M	$312M	9	5	1	n/a	n/a
2019	Feb 21, 2020	$270M	$259M	7	5	0	n/a	n/a
2018	Mar 20, 2019	$185M	$179M	6	4	0	n/a	n/a
2017	Mar 22, 2018	$188M	$182M	6	3	0	n/a	n/a
2016	Feb 24, 2017	$149M	$143M	4	3	n/a	n/a	n/a
2015	Feb 18, 2016	$114M	$114M	4	3	n/a	n/a	n/a
2014	Jan 29, 2015	$129M	$120M	4	3	n/a	n/a	n/a
2013	Jan 27, 2014	$115M	$112M	4	3	n/a	n/a	n/a
2011	Mar 22, 2012	$79.8M	$79.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$518M	$455M	13.7%	$363M	12.6%	10	9	4	3

Relationships

Registered with (6)

← Paul Merrill DavisAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Samuel Alan TaylorAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Trevor Dean StoneAdvisorregistration: current employment
May 10, 2022 to presentfactForm ADV
← JOHN-THOMAS LLOYDAdvisorregistration: current employment
Sep 10, 2012 to presentfactForm ADV
← DANIEL CHRISTIAN ANDERSENAdvisorregistration: current employment
May 30, 2012 to presentfactForm ADV
← JAMES JEFFREY LAMBERTAdvisorregistration: previous registration
Jul 2, 2009 to Jul 1, 2011factForm ADV

Controls (2)

← ANDERSEN, DANIEL, CHRISTIANOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 22, 2012 to Mar 20, 2024factForm ADV
← ANDERSON, HAROLD, CRAIGOwnerPRESIDENT, ownership code E, individual
Mar 22, 2012 to Mar 20, 2024factForm ADV

Dated events

Occurred
Sep 10, 2013
First Form ADV filing
Parkshore Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:618f5c1d-e819-b291-1ae0-a6dda9eaa359
First observed: Mar 22, 2012
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARKSHORE WEALTH MANAGEMENT

CRD 148052

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:618f5c1d-e819-b291-1ae0-a6dda9eaa359

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL CHRISTIAN ANDERSEN

Certified Financial Planner

GRANITE BAY, CA

n/a

JOHN-THOMAS LLOYD

n/a

South Jordan, UT | GRANITE BAY, CA

n/a

Trevor Dean Stone

Certified Financial Planner

GRANITE BAY, CA

n/a

Samuel Alan Taylor

Certified Financial Planner

GRANITE BAY, CA

n/a

Paul Merrill Davis

n/a

GRANITE BAY, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSEN, DANIEL, CHRISTIAN

CHIEF COMPLIANCE OFFICER

yes

07/2008

Mar 22, 2012

Mar 20, 2024

ANDERSON, HAROLD, CRAIG

President

yes

07/2008

Mar 22, 2012

Mar 20, 2024

City

State

Country

Employees

Also broker-dealer

Folsom

United States

Lehi

United States

Logan

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$518M

$480M

n/a

2024

Mar 25, 2025

$455M

$424M

n/a

2023

Mar 20, 2024

$399M

$385M

n/a

2022

Feb 21, 2023

$363M

$342M

n/a

2021

Mar 4, 2022

$374M

$360M

n/a

2020

Mar 19, 2021

$341M

$312M

n/a

2019

Feb 21, 2020

$270M

$259M

n/a

2018

Mar 20, 2019

$185M

$179M

n/a

2017

Mar 22, 2018

$188M

$182M

n/a

2016

Feb 24, 2017

$149M

$143M

n/a

2015

Feb 18, 2016

$114M

n/a

2014

Jan 29, 2015

$129M

$120M

n/a

2013

Jan 27, 2014

$115M

$112M

n/a

2011

Mar 22, 2012

$79.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$518M

$455M

13.7%

$363M

12.6%