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WESTPARK CAPITAL, INC.
CRD 39914File 801-108275
APPROVED
Retail clients
Disclosure events
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$53.1M
Bottom 25% of cohort (national)
Discretionary AUM
$47.8M
Non-discretionary $5.2M
Clients
265
265 accounts
Employees
11
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 7, 2016
- Principal office
- 1800 CENTURY PARK EAST, SUITE 220, LOS ANGELES, CA, 90067
- Phone
- 310-843-9300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $53.1M
- Discretionary AUM
- $47.8M
- Non-discretionary AUM
- $5.2M
- Discretionary accounts
- 235
- Non-discretionary accounts
- 30
- Total accounts
- 265
- AUM per client
- $200K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 265 | $53.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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 11- Q11
- Q11D2
- Q11E2
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.