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Parkstone Wealth Management, LLC

● SEC registered since 2013CRD 168253SEC# 801-78430Arlington, TX
Export (members)
Reg. AUM
$201.1M
Employees
3
Accounts
77
Location
Arlington, TX

Parkstone Wealth Management, LLC assets under management

Parkstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in Arlington, TX. The firm has been registered since 2013. It reports $201.1 million in regulatory assets under management and employs 3 people.

Parkstone Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cheryl Fuller Quisenberry ControlManaging Member And Chief Compliance Officer50-75%2013
Chester Alan Straily ControlManaging Member50-75%2013

Frequently asked questions

How much does Parkstone Wealth Management, LLC manage?

Parkstone Wealth Management, LLC reports $201.1 million in regulatory assets under management on its Form ADV.

How many employees does Parkstone Wealth Management, LLC have?

Parkstone Wealth Management, LLC reports 3 employees.

Where is Parkstone Wealth Management, LLC located?

Parkstone Wealth Management, LLC is based in Arlington, TX and has been SEC-registered since 2013.

Does Parkstone Wealth Management, LLC disclose fund performance?

Parkstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Ballpark Way, Suite 302, Arlington, TX 76011
Phone817-962-0068
Fax817-977-7879
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.1M
Non-discretionary$0
Total (RAUM)$201.1M