WASHPARK CAPITAL, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281306
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Washpark Capital, LLC is a small, individually owned registered investment adviser organized as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor, which suggests environmental, social or governance criteria are integrated into its security selection or manager choices. Investment activity is centered on pooled public funds rather than direct stock selection: the ADV shows a heavy reliance on mutual funds as the primary vehicle for client portfolios. The firm is not positioned as a capital allocator to third‑party alternative managers and does not report multi‑state advisory operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1JUSTIN ARNOLD
Founder and Certified Financial PlannerCRD 4438025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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