# Westpark Wealth Advisors, Inc.

> Westpark Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Houston, TX, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 130914
- Filed as: WESTPARK WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130914
- AdvisorCensus page: https://advisorcensus.com/firm/westpark-wealth-advisors-inc-houston-tx-130914

## Quick answers

**How is Westpark Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Westpark Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Westpark Wealth Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $50 to $250 an hour (Financial Planning/Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Westpark Wealth Advisors, Inc. located?**
Westpark Wealth Advisors, Inc.'s principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Westpark Wealth Advisors, Inc. registered with the SEC or a state?**
Westpark Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130914.

**How much does Westpark Wealth Advisors, Inc. manage?**
Westpark Wealth Advisors, Inc. reports $254,318,418 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (39% discretionary).

**How have Westpark Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Westpark Wealth Advisors, Inc.: Regulatory assets under management: $158,309,609 in the October 2021 data and $254,318,418 in the October 2026 data, up 61%. Total employees: 35 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westpark Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (653); high net worth individuals (84); corporations or other businesses not listed above (39).

**Does Westpark Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130914

**What changed in Westpark Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 27 to 25. Regulatory assets under management went from $229,314,510 to $254,318,418 (+11%). Added an office in Bulverde, TX. No longer lists an office in Friendswood, TX. No longer lists an office in San Antonio, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $50 to $250 an hour (Financial Planning/Consulting Fees)

> Services can also be billed at an hourly rate as agreed upon with client which generally range from $ 50.00 - $ 250.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $254,318,418
- Discretionary: $99,184,183
- Non-discretionary: $155,134,235

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 653 | $200,911,550 |
| High net worth individuals | 84 | $43,234,131 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 39 | $10,172,737 |
| Other | 0 | Not reported |

### 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: 2004 (22 years)
- Employees: 25 total, 25 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, IA, IN, LA, MA, MI, NC, OR, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Angleton, TX
- Bay City, TX
- Brenham, TX
- Bulverde, TX
- Corpus Christi, TX
- Dallas, TX
- Giddings, TX
- Winnie, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,309,609 | 35 | September 14, 2021 |
| October 2022 | $201,281,044 | 32 | March 29, 2022 |
| October 2023 | $219,704,274 | 32 | March 30, 2023 |
| October 2024 | $274,413,527 | 30 | September 25, 2024 |
| October 2025 | $229,314,510 | 27 | March 29, 2025 |
| October 2026 | $254,318,418 | 25 | March 27, 2026 |

Regulatory assets under management: $158,309,609 in the October 2021 data and $254,318,418 in the October 2026 data, up 61%.
Total employees: 35 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 27 to 25.
- Regulatory assets under management went from $229,314,510 to $254,318,418 (+11%).
- Added an office in Bulverde, TX.
- No longer lists an office in Friendswood, TX.
- No longer lists an office in San Antonio, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westpark Wealth Advisors, Inc. (CRD 130914): Form ADV filing data as of October 2026.