# Newpark Wealth Management

> Newpark Wealth Management is a state-registered investment advisory firm in Park City, UT, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286059
- Filed as: NEWPARK WEALTH MANAGEMENT
- Legal name: Newpark Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Park City, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286059
- AdvisorCensus page: https://advisorcensus.com/firm/newpark-wealth-management-park-city-ut-286059

## Quick answers

**How is Newpark Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Newpark Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Newpark Wealth Management located?**
Newpark Wealth Management's principal office is in Park City, UT, according to its Form ADV.

**Is Newpark Wealth Management registered with the SEC or a state?**
Newpark Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 286059.

**How much does Newpark Wealth Management manage?**
Newpark Wealth Management reports $58,960,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Newpark Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29).

**Does Newpark Wealth Management report any disciplinary disclosures?**
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/286059

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $58,960,000
- Discretionary: $58,960,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $160,000 |
| High net worth individuals | 29 | $58,800,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newparkwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newpark Wealth Management (CRD 286059): Form ADV filing data as of October 2026.