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WESTPARK WEALTH ADVISORS, INC.
CRD 130914File 801-63009
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$254.3M
Below cohort median (national)
Discretionary AUM
$99.2M
Non-discretionary $155.1M
Clients
776
773 accounts
Employees
25
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 28, 2004
- Principal office
- 13111 WESTHEIMER RD., SUITE 475, HOUSTON, TX, 77077
- Phone
- 713-266-2993
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.3M
- Discretionary AUM
- $99.2M
- Non-discretionary AUM
- $155.1M
- Discretionary accounts
- 235
- Non-discretionary accounts
- 538
- Total accounts
- 773
- AUM per client
- $328K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $10.2M |
| High net worth individuals | 84 | $43.2M |
| Individuals (other than high net worth individuals) | 653 | $200.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.