1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BRAYPARK WEALTH MANAGEMENT

Map pinCOSTA MESA, CA
Phone714-420-9277
NotebookSEC #801-132057
Total AUM
$24.6M
Employees
4
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 ANTON BLVD
STE 150
COSTA MESA
CA 92626
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
714-420-9277

ReceiptFinancials

Total AUM
$24.6M
Accounts
119
Discretionary
$24.6M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
77
AUM
$10.4M
HNW Individual Clients
6
AUM
$14.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account