{
  "crd_number": 334880,
  "slug": "braypark-wealth-management-costa-mesa-ca-334880",
  "primary_business_name": "BRAYPARK WEALTH MANAGEMENT",
  "legal_name": "BRAYPARK WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Costa Mesa",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-08-19",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 40000000.0,
  "raum_discretionary": 40000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22000000.0,
      "count": 85
    },
    "high_net_worth_individuals": {
      "raum": 18000000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI"
  ],
  "websites": [
    "https://brayparkwealth.com",
    "https://linkedin.com/company/braypark-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334880",
  "city_as_filed": "COSTA MESA",
  "url": "https://advisorcensus.com/firm/braypark-wealth-management-costa-mesa-ca-334880",
  "display_name": "Braypark Wealth Management",
  "summary": "Braypark Wealth Management is a state-registered investment advisory firm in Costa Mesa, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Braypark Wealth Management (CRD 334880): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Braypark Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Braypark Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Braypark Wealth Management located?",
      "a": "Braypark Wealth Management's principal office is in Costa Mesa, CA, according to its Form ADV."
    },
    {
      "q": "Is Braypark Wealth Management registered with the SEC or a state?",
      "a": "Braypark Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334880."
    },
    {
      "q": "How much does Braypark Wealth Management manage?",
      "a": "Braypark Wealth Management reports $40,000,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Braypark Wealth Management's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Braypark Wealth Management: Regulatory assets under management: $24,620,000 in the October 2025 data and $40,000,000 in the October 2026 data, up 62%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Braypark Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (5)."
    },
    {
      "q": "Does Braypark Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334880"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 24620000.0,
      "total_employees": 4,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 40000000.0,
      "total_employees": 4,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/braypark-wealth-management-costa-mesa-ca-334880.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 22000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 18000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}