NEWPARK WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$59M
Discretionary
$59M
100% of AUM
Avg account
$475K
Accounts
124
Employees
1
Advisory reps
1

Firm details

Headquarters
PARK CITY, Utah
CRD number
286059
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.73%
  • Individuals0.27%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Newpark Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fees are charged as a percentage of assets under management and via fixed fees. FINTRX flags Newpark as a capital allocator; it is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 5%, US Government Bonds 5%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities5%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • MATTHEW SEPPANEN

    Financial PlannerCRD 6133717

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SUMMIT
Address
2720 Homestead Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth