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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.