Westpark Wealth Advisors, Inc.

Westpark Wealth Advisors, Inc. (CRD# 130914) is a financial advisory firm headquartered in Houston, TX. They manage $219,704,274 in 936 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $234,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, NC, OR, SC, TN, TX, VA

Financial Advisors at Westpark Wealth Advisors, Inc.
Showing 1 - 10 of 30 top financial advisors.
1
Joseph C. Allison
CRD#: 2726356
1805 5th Street, Suite 201, Bay City, TX 77414

Joseph Allison (CRD# 2726356) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Bay City, TX and has over 27 years of experience in the finance industry. Joseph Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Danny H. Armstrong
CRD#: 2218957
300 N. Austin, Comanche, TX 76442

Danny Armstrong (CRD# 2218957) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Comanche, TX and has over 31 years of experience in the finance industry.

3
Cody C. Bauer
CRD#: 4798685
13111 Westheimer Rd., Suite 475, Houston, TX 77077

Cody Bauer (CRD# 4798685) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 17 years of experience in the finance industry.

4
John T. Brogdon
CRD#: 1450806
13111 Westheimer Rd., Suite 475, Houston, TX 77077

John Brogdon (CRD# 1450806) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 38 years of experience in the finance industry.

5
Kyle E. Bryan
CRD#: 33905
Burleson, TX

Kyle Bryan (CRD# 33905) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Burleson, TX and has over 39 years of experience in the finance industry.

6
Ronald C. Bucchi
CRD#: 1433812
13300 Old Blanco Road, Suite 250, San Antonio, TX 78216

Ronald Bucchi (CRD# 1433812) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in San Antonio, TX and has over 38 years of experience in the finance industry. Ronald Bucchi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David S. Coffee
CRD#: 2960532
13111 Westheimer Rd., Suite 475, Houston, TX 77077

David Coffee (CRD# 2960532) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 26 years of experience in the finance industry.

8
Barbara C. Derusha
CRD#: 4255327
Austin, TX

Barbara Derusha (CRD# 4255327) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Austin, TX and has over 12 years of experience in the finance industry.

9
Melvin H. Ehlert
CRD#: 1081944
2556 Ryan, Brenham, TX 77833

Melvin Ehlert (CRD# 1081944) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Brenham, TX and has over 41 years of experience in the finance industry.

10
Peter T. Fitzgerald
CRD#: 2092166
13111 Westheimer Rd., Suite 475, Houston, TX 77077

Peter Fitzgerald (CRD# 2092166) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

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