# Park Wealth Management

> Park Wealth Management is a state-registered investment advisory firm in Federal Way, WA, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 151633
- Filed as: PARK WEALTH MANAGEMENT
- Legal name: WA Financial Group Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Federal Way, WA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151633
- AdvisorCensus page: https://advisorcensus.com/firm/park-wealth-management-federal-way-wa-151633

## Quick answers

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

**Where is Park Wealth Management located?**
Park Wealth Management's principal office is in Federal Way, WA, according to its Form ADV.

**Is Park Wealth Management registered with the SEC or a state?**
Park Wealth Management is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151633.

**How much does Park Wealth Management manage?**
Park Wealth Management reports $11,770,186 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Park Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66).

**Does Park 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/151633

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,770,186
- Discretionary: $11,770,186
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $11,770,186 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Wealth Management (CRD 151633): Form ADV filing data as of October 2026.