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|
| Keyboard |
| Braypark Wealth Management
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|
|---|---|
| CRD # | 334880 |
| SEC # | 801-132057 |
| CIK # | |
| AUM | 24.6 M (2025-08-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 714-420-9277 |
| Address | 555 Anton Blvd Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 10.4 |
| (b) Individuals (high net worth individuals) | 6 | 14.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 24.6 |
| By Discretionary | ||
| Discretionary | 119 | 24.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 24.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.6 | |
| Total | 119 | 24.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Museum Mile Funds LLC
✚
|
26.9 M | |
|
DDO Advisory Services LLC
✚
|
NY | 26.8 M |
|
Spring Street Wealth LLC
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|
NY | 26.4 M |
|
Nexadvisors LLC
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|
TX | 26.1 M |
|
BZ Wealth Advisors LLC
✚
|
CO | 26.0 M |
|
Stedfast Capital Management LLC
✚
|
NY | 26.0 M |
|
Elevate Planners LLC
✚
|
25.9 M | |
|
Christensen Group Financial LLC
✚
|
MN | 24.8 M |
|
LFN Advisors Inc
✚
|
MI | 23.7 M |
|
Legacy CornerStone Wealth LLC
✚
|
NV | 22.4 M |