Braypark Wealth Management

RIAState Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$212K
Accounts
189
Employees
4
Advisory reps
5

Firm details

Headquarters
Costa Mesa, California
CRD number
334880
Registered since
August 25, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals55%
  • HNWI45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Braypark Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm is registered with the SEC (registration year 2025) and is registered to operate in California and Hawaii. Its client focus is individuals and families, and it charges fees based on a percentage of assets under management. Core advisory services named in filings include financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services. The firm does not identify as an active ESG investor. It operates as an independent RIA rather than a capital allocator, which aligns with its stated use of third‑party managers and pooled vehicles rather than managing large proprietary alternative programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 27%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Derivatives 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Costa Mesa, CA

Orange

Location

Costa Mesa, CA

Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
555 Anton Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth