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| Westpark Wealth Advisors Inc
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| CRD # | 130914 |
| SEC # | 801-63009 |
| CIK # | |
| AUM | 254.3 M (2026-03-27) |
| Employees | 25 (100% Investors, 88% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-266-2993 |
| Address | 13111 Westheimer Rd Houston, TX 77077 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| 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 |
| Clients | 379 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
TN | 254.7 M |
|
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|
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|
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|
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|
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|
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|
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✚
|
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|
Defined Wealth Management LLC
✚
|
OR | 254.0 M |
|
Addis & Hill Incorporated
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|
PA | 254.0 M |
|
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✚
|
CT | 253.9 M |