Overview
Assets Under Management: $229 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 79
Average Client Assets: $452,663
Frequently Asked Questions
WESTPARK WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130914), WESTPARK WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
WESTPARK WEALTH ADVISORS, INC. is headquartered in HOUSTON, TX.
WESTPARK WEALTH ADVISORS, INC. serves 79 high-net-worth clients according to their SEC filing dated March 29, 2025. View client details ↓
According to their SEC Form ADV, WESTPARK WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WESTPARK WEALTH ADVISORS, INC. manages $229 million in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, WESTPARK WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.59
Average High-Net-Worth Client Assets: $452,663
Total Client Accounts: 700
Discretionary Accounts: 212
Non-Discretionary Accounts: 488
Regulatory Filings
CRD Number: 130914
Filing ID: 1939529
Last Filing Date: 2025-03-29 12:51:00
Website: 10