← Back to searchVisit website
PARKSTONE WEALTH MANAGEMENT, LLC
CRD 168253 · SEC 801-78430
1000 BALLPARK WAY, SUITE 302, ARLINGTON, TX, 76011, United States
Phone
817-962-0068
Fax
817-977-7879
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.6M
Discretionary AUM
$210.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.8M |
| High net worth individuals | 15 | $187.9M |
| Charitable organizations | 1 | $20.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD