WESTPARK WEALTH ADVISORS, INC.
SEC RegisteredREACH NEW HEIGHTS
About the firm
At Westpark Wealth Advisors, Inc. we see you through every life phase with compassion and support. We have 65 financial professionals with decades of experience, so finding the right representative for you is effortless. As an independent firm, we are completely objective on product recommendations and focus on the viability of specific products to meet your unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The size of our firm enables us to offer a full range of investment products and services to achieve your financial goals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 653 | $201M |
| High Net Worth Individuals | 84 | $43M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
379 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
26 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| AUM Fee Range | 0.00% |
| AUM Fee Range Max | 2.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WESTPARK WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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