Westpark Wealth Advisors Inc

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Westpark Wealth Advisors Inc
CRD #130914
SEC #801-63009
CIK #
AUM 254.3 M (2026-03-27)
Employees 25 (100% Investors, 88% Brokers)
Fees
Minimum
Phone713-266-2993
Address13111 Westheimer Rd
Houston, TX 77077
Source [IAPD] [Website]
Total AUM ($M)
3002401801206002002201020182027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5: Fees and Compensation,

Westpark       Wealth Advisors investment       advisory services           are   offered for      a   percentage of   assets under    management, hourly
charges   or   fixed fees ( not   including subscription fees).

             Wealth Advisors is                        with fees based      on                              s account computed by an annual
                                                                                  the quarter -end value of client'
Westpark                             compensated
                to 2.
                   00%of assets under                    management.         Each Investment      Advisor Representative under Westpark Wealth
range fee of 0.
             0%
Advisors has different fee schedules therefore annual fees vary.

                                                                                                                       or annually,
As part of the investment advisory agreement, the client may choose to have fees payable quarterly, annually
                                                                                                        semi-

in advance or in arrears. Clients may authorize the account custodian to debit the
                                                                                     account  for the  amount  of Westpark Wealth
                                                                              fee to Westpark   Wealth    Advisors. In some cases,
Advisors' investment advisory fee and to directly remit that management
                                                                                   All advisory fees      negotiable.
clients may be billed for fees incurred, and invoices are provided in those cases.                    are

                                                                                                                                       with the client and
                 and fixed fees may be charged for some advisory services. The fees will be
                                                                                                                                                              a
Hourly charges                                                                                                           negotiated
contract will be executed stating the amount and nature of fees to be charged.

Westpark Wealth Advisors             fees   are   calculated    by multiplying      the assets           management by the relevant percent and
                                                                                                       under

dividing by the appropriate          number based        on    billing frequency.        Accounts  opened in mid -quarter will be assessed at a pro-
rated management fee based upon the number of calendar                      days    in   the calendar quarter that the Agreement goes into effect.

                                                                                  within 5 business days after entering into the
Client may terminate the investment advisory agreement, without penalty,
                                                                                                                               in
                                                 be terminated by either party upon 30 days written notice. If fees are paid
agreement. Thereafter, the agreement may
                                                                           amount based upon the number of days remaining   after
advance, the client will be entitled to a pro rata refund of any pre -paid
termination.

March 27, 2026

                                                                                                                                                    SEC File Number: 801-
                                                                                                                                                                     63009

Clients    ma       pay other expenses in addition to the fee paid to Westpark Wealth Advisors. The advisory fees shown in this Form
ADV do       no      reflect operating expenses and other costs charged by the mutual funds, variable annuities or other product
companies           he client is invested in. For
                                       example, clients may pay costs such as brokerage commissions, custodial fees, wire fees,
securities             fees, Rule 12-
                t ansaction       bl fees1, sales charges, mortality charges, surrender charges, and/
                                                                                                 or other fees unrelated to
the fee coll acted by Westpark Wealth Advisors. Clients are encouraged to review the product prospectus and/
                                                                                                           or disclosure
documents for            a
                             complete description      of all fees and expenses which                they    may incur.

Third Party Money Manager Program Fees

Under then          agreements, the fee is paid         to the third -party money managers and
                                                                              Westpark Wealth Advisors will share in this fee.
Westpark             ealth Advisors      will                     the due
                                                     diligence review and executed agreements will be on file for these
                                                   perform
arrangeme ts. With respect to this program, Westpark Wealth Advisors assists the clients in defining the clients' investment
objectives, electing the investment advisors and periodically reviewing the investment advisors' performance. This advisory
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7: Types of Clients

Westpark     Wealth Advisors  generally provides investment                  advice to   a   number of clients:

          Individuals, including high net worth individuals
          Trusts, estates, charitable organizations
          Pensions and Profit Sharing Plans
          Corporations and business entities.

Westpark     Wealth Advisors offers advice          on   the following:
                     securities (   exchange    - listed securities and securities traded                     the   counter)
           Equity                                                                                    over

           Corporate     debt securities ( other than commercial               paper)
           Certificates of   deposit
           Municipal     securities
           Investment  company securities ( variable life insurance, variable annuity and mutual fund                            shares)
           United States government securities
           Securities    option contracts
           Interests   in partnerships ( real  estate, oil and gas interests)
           Direct participation       programs and other alternative investments.

             Wealth Advisors does not          impose           minimum     dollar value of assets       or   other conditions for starting   or   maintaining
Westpark                                                    a

an   account.    However, investment          advisor representatives             Westpark Wealth Advisors wrap fee program and third party
                                                                                 of
                                                             minimum        account size. Account values are negotiable.
investment      manager programs may impose              a
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 653 200.9
(b) Individuals (high net worth individuals) 84 43.2
(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 39 10.2
(n) Other 0 0.0
Total 773 254.3
By Discretionary
Discretionary 235 99.2
Non-Discretionary 538 155.1
Total 773 254.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 254.3
Total 773 254.3
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients379
ServesInstitutional, Retail
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