SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Westpark Wealth Advisors, Inc.
Houston, TX
CRD 130914
Firm filing updated March 27, 2026 ·
- $254.3MAssets
- 776Clients
- 25Advisory staff
- 773Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals653
- High net worth individuals84
- Corporations or other businesses39
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 653 | $200.9 million |
| High net worth individuals | 84 | $43.2 million |
| Corporations or other businesses not listed above | 39 | $10.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$254.3 million
- Accounts773
- Discretionary$99.2 million · 235 accounts
- Non-discretionary$155.1 million · 538 accounts
People
- Employees25
- Advisory staff25
- Broker-dealer reps22
- Licensed insurance agents23
- Planning clients51 to 100
Advisors
18 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 130914, SEC file 801-63009.
- Registered with the SEC as an investment advisor (status date on record: April 28, 2004).
Is Westpark Wealth Advisors, Inc. a fiduciary?
Short answer: Westpark Wealth Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 22 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
23 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.