Westpark Wealth Advisors, INC.

Assets Under Management

$229.3M

Number of Clients

700

Number of Advisors

25

Average Client AUM

$328K

AUM per Advisor

$9.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Westpark Wealth Advisors offers investment advice through a wrap fee program on a discretionary and non-discretionary basis. They also provide financial advisory services including general financial planning and investment planning. Investment advisory services are offered for a percentage of assets under management, hourly charges, or fixed fees.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

25 Advisors at this firm

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