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WESTPARK WEALTH ADVISORS, INC.
CRD 130914 · SEC 801-63009
13111 WESTHEIMER RD., SUITE 475, HOUSTON, TX, 77077, United States
Phone
713-266-2993
Fax
713-266-2997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.3M
Discretionary AUM
$99.2M
Team
25 total employees; 25 advisory reps; 379 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 653 | $200.9M |
| High net worth individuals | 84 | $43.2M |
| Corporations/business entities | 39 | $10.2M |
States served
AL, AZ, AR, CA, CO, GA, IN, IA, LA, MA, MI, NC, OR, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD