|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Westpark Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 130914 |
| SEC # | 801-63009 |
| CIK # | |
| AUM | $229.3 M (2025-03-29) |
| Employees | 27 (100% Investors, 89% Brokers) |
| Phone | 713-266-2993 |
| Address | 13111 Westheimer Rd Houston, TX 77077 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 594 | 181.3 |
| (b) Individuals (high net worth individuals) | 79 | 35.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 700 | 229.3 |
| By Discretionary | ||
| Discretionary | 212 | 90.1 |
| Non-Discretionary | 488 | 139.2 |
| Total | 700 | 229.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.3 | |
| Total | 700 | 229.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlatl Advisers LLC
✚
|
WI | 0.2 |
|
KDT Advisors LLC
✚
|
NY | 0.2 |
|
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Bright Wealth Management LLC
✚
|
TX | 0.2 |
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |