The WESTPARK WEALTH ADVISORS, INC. is a privately held investment adviser that advises $254.32mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WESTPARK WEALTH ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 60.65% over the last 5-years.
The Group has been registered with the SEC for 22.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 13111 WESTHEIMER RD. SUITE 475, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 25 investment and 0 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $254.32mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 39 other accounts. Assets of Individuals clients own $200.91mn or 79% of Total Assets and High Net Worth Individuals own $43.23mn or 17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WESTPARK WEALTH ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.