|
⚲
|
| Braypark Wealth Management
✚
|
|
|---|---|
| CRD # | 334880 |
| SEC # | 801-132057 |
| CIK # | |
| AUM | $24.6 M (2025-07-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 714-420-9277 |
| Address | 555 Anton Blvd Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 10.4 |
| (b) Individuals (high net worth individuals) | 6 | 14.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 24.6 |
| By Discretionary | ||
| Discretionary | 119 | 24.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 24.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.6 | |
| Total | 119 | 24.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eastside Financial Advisors LLC
✚
|
0.0 | |
|
Lunin-Pack Planning and Advice LLC
✚
|
NY | 0.0 |
|
Sankota Capital LLC
✚
|
0.0 | |
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Agdeavor Investments LLC
✚
|
OH | 0.0 |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
K-WM LLC
✚
|
TX | 0.0 |
|
MCA Cross Border Capital Inc
✚
|
0.0 | |
|
Trust Investment Advisors Wealth Management LLC
✚
|
IN | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 |