WASHPARK CAPITAL, LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$493K
Accounts
3
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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 90%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JUSTIN ARNOLD

    Founder and Certified Financial PlannerCRD 4438025

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth