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

Building 2WESTPARK WEALTH ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-266-2993
NotebookSEC #801-63009
Total AUM
$254.3M
Employees
25
Clients
776

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13111 WESTHEIMER RD.
SUITE 475
HOUSTON
TX 77077
United States
Operating Hours
8:00 - 4:00
Monday - Friday
Phone
713-266-2993
Other Offices
9

ReceiptFinancials

Total AUM
$254.3M
Accounts
773
Discretionary
$99.2M
Accounts
235
Non-Discretionary
$155.1M
Accounts
538

ContactClients

View more in analytics →

Individual Clients
653
AUM
$200.9M
HNW Individual Clients
84
AUM
$43.2M
Corporation or Business Clients
39
AUM
$10.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAINLAMAMINCORSCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account