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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parkshore Wealth Management have?","answer":"Parkshore Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parkshore Wealth Management invest in?","answer":"At the end of its last fiscal year, Parkshore Wealth Management’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Parkshore Wealth Management?","answer":"Parkshore Wealth Management’s direct owners are Harold Anderson (75% or more) and Daniel Andersen (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Parkshore Wealth Management get paid?","answer":"Parkshore Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Parkshore Wealth Management registered with the SEC?","answer":"Yes, Parkshore Wealth Management has been registered with the SEC as an investment adviser since 23 September 2013. Its CRD number is 148052 and its SEC file number is 801-78573.","source":"Form ADV Part 1A, Item 1, filed 11 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Parkshore Wealth Management?","answer":"Parkshore Wealth Management’s main office is at 5940 Granite Lake Drive, Granite Bay, CA 95746. Its phone number is 916-797-3007. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}