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 11 - 20 of 30 top financial advisors.
11
Andrea K. Freedman
CRD#: 2264335
Bellaire, TX

Andrea Freedman (CRD# 2264335) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Bellaire, TX and has over 31 years of experience in the finance industry.

12
Christopher D. Gammon
CRD#: 2354523
13111 Westheimer Rd., Suite 475, Houston, TX 77077

Christopher Gammon (CRD# 2354523) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 30 years of experience in the finance industry.

13
Dean A. Harvey
CRD#: 3076399
Houston, TX

Dean Harvey (CRD# 3076399) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

14
Nathan J. Irby
CRD#: 6823924
Baton Rouge, LA

Nathan Irby (CRD# 6823924) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Baton Rouge, LA and has over 6 years of experience in the finance industry.

15
James J. Kim
CRD#: 5995274
13111 Westheimer Rd., Suite 475, Houston, TX 77077

James Kim (CRD# 5995274) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 12 years of experience in the finance industry.

16
Joshua S. Kirby
CRD#: 6554297
13111 Westheimer Rd., Suite 475, Houston, TX 77077

Joshua Kirby (CRD# 6554297) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

17
Bernhard Mundt
CRD#: 1839401
Kingwood, TX

Bernhard Mundt (CRD# 1839401) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Kingwood, TX and has over 35 years of experience in the finance industry.

18
Kiran N. Patel
CRD#: 5082583
9401 Lyndon B Johnson Frwy, Suite 403, Dallas, TX 75243

Kiran Patel (CRD# 5082583) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Dallas, TX and has over 18 years of experience in the finance industry.

19
Michael A. Petter
CRD#: 4341091
San Antonio, TX

Michael Petter (CRD# 4341091) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.

20
Jeffrey G. Riley
CRD#: 2422564
13111 Westheimer Rd., Suite 475, Houston, TX 77077

Jeffrey Riley (CRD# 2422564) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 30 years of experience in the finance industry.

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