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WESTPARK WEALTH ADVISORS, INC.
13111 Westheimer Rd.
Suite 475
Houston, Texas 77077
Tel: 713-266-2993
About WESTPARK WEALTH ADVISORS, INC.
WESTPARK WEALTH ADVISORS, INC, formally registered with the SEC as WESTPARK WEALTH ADVISORS, INC. The firm was established in 04/28/2004. They have over 11 offices throughout the country.
WESTPARK WEALTH ADVISORS, INC. is a Houston, Texas based Financial Planning firm with nearly $274,413,527 assets under management, offering retirement planning & investment advisory services to 942 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130914 |
| SEC# | 801-63009 |
| Assets Managed by Firm | $274,413,527 |
| No. of Clients | 942 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 942 | $274,413,527 |
| Individuals (other than high net worth individuals) | 581 | $230,507,363 |
| High net worth individuals | 79 | $30,185,488 |
| Corporations or other businesses | 32 | $13,720,676 |
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