# Parkstone Wealth Management

Parkstone Wealth Management is a Bank / Wealth / Trust based in Arlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** 1000 Ballpark Way Suite 302, Arlington, TX 76011, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** parkstonewealth.com
- **LinkedIn:** https://www.linkedin.com/company/parkstone-wealth-management-llc

## Regulatory record

- **CRD number:** 168253
- **SEC file number:** 801-78430
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168253

## About

Founded in 2013, the firm targets a concentrated clientele: individuals, often professional athletes, whose earning windows are compressed and for whom capital preservation and tax efficiency matter acutely. The firm operates from Arlington, Texas. The mandate is traditional wealth management — portfolio construction, tax-aware distribution planning, estate coordination — rather than private-market deployment. The firm’s website mentions total-return focus, cash-flow management, and estate planning as pillars. It provides a consolidated digital dashboard where clients can aggregate accounts and store documents. No specific holdings, fund commitments, direct investments, or geographic mandates are disclosed. Scale is not publicly quantified. The firm lists a single Arlington office and no adjacent vehicles, philanthropic foundations, or club affiliations. No recent operational events — such as acquisitions, strategy pivots, or key hires — have been publicly reported in the last 24 months. The structural differentiator is the client profile itself: Parkstone is organized around the athlete career arc — short duration, high initial windfall, and the need for a plan that stretches decades beyond the final season. That focus on concentrated earning cycles distinguishes it from generalist wealth managers serving multigenerational families or corporate executives.

## Questions

### Does Parkstone make direct investments on behalf of clients?

Available disclosures only describe portfolio management, tax-efficient distribution strategies, and estate planning. There is no public evidence of direct private-market or venture-style investing.

### What is Parkstone’s investment approach?

The firm emphasizes total return, tax efficiency, and cash-flow management, framed around the specific timeline of an athletic career — a short earning window followed by a long retirement.

### How does Parkstone structure its client relationships?

It provides a consolidated digital portal where clients can view all accounts and store estate documents. Advisory services are delivered from its single office in Arlington, Texas.

## Related profiles

- [Parkstone Growth Partners](https://altss.com/profile/parkstone-growth-partners)
- [Parks Wealth Management](https://altss.com/profile/parks-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/parkstone-wealth-management

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