WESTPARK WEALTH ADVISORS, INC.

Overview

Westpark Wealth Advisors, Inc. is an independent, multi-state registered investment adviser that emphasizes equity-centered portfolio management and financial planning for both individual and institutional clients. The firm operates as a capital allocator, blending managed portfolios with selection of external managers and third-party funds. Its advisory services include advice for individuals and small businesses, ongoing portfolio management and the identification and oversight of outside advisers. Westpark charges fees on a percentage-of-AUM basis while also offering hourly and fixed-fee engagements, which supports a mix of traditional discretionary relationships and advisory or project-based work. Investment posture is tilted toward liquid public markets: the firm reports a clear preference for equities and substantial use of exchange-traded instruments. Westpark does not position itself as an active ESG investor. It maintains industry ties with accountants, insurance companies and real estate brokers, which supports its capacities in financial planning, insurance placement and real asset sourcing.

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Public Holdings

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Location & Offices