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).
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Total Assets Under Management220MILLION
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Total Number of Accounts936ACCOUNTS
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Average Account Value$234,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, NC, OR, SC, TN, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.