|
⚲
|
| Westpark Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 130914 |
| SEC # | 801-63009 |
| CIK # | |
| AUM | $219.7 MM (2023-03-30) |
| Employees | 32 (100% Investors, 88% Brokers) |
| Phone | 713-266-2993 |
| Address | 13111 Westheimer Rd Houston, TX 77077 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 186.7 |
| (b) Individuals (high net worth individuals) | 72 | 22.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 219.7 |
| By Discretionary | ||
| Discretionary | 438 | 84.8 |
| Non-Discretionary | 498 | 134.9 |
| Total | 936 | 219.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.7 | |
| Total | 936 | 219.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Advisors Network Inc
✚
|
NE | 0.2 |
|
Livelife Capital Partners LLC
✚
|
MA | 0.2 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.2 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.2 |
|
BB Graham & Company Inc
✚
|
CA | 0.2 |
|
Palm Valley Capital Management LLC
✚
|
FL | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
MFO Investments LLC
✚
|
MI | 0.2 |
|
Security First Advisors Inc
✚
|
WA | 0.2 |
|
Pacific Sun Financial Corp
✚
|
CA | 0.2 |