Westpark Wealth Advisors, Inc.
Westpark Wealth Advisors, Inc. (CRD# 130914) is a financial advisory firm headquartered in Houston, TX. They manage $274,413,527 in 942 accounts and serve the financial needs of clients across 19 states (or territories).
-
Total Assets Under Management274MILLION
-
Total Number of Accounts942ACCOUNTS
-
Average Account Value$291,309
- 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
Charles Izzo (CRD# 1528685) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 37 years of experience in the finance industry.
Robert Jungman (CRD# 2907668) 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.
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.
Steven Knowlton (CRD# 4527446) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 21 years of experience in the finance industry.
Ned Lator (CRD# 1497386) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 37 years of experience in the finance industry.
Larry Metivier (CRD# 5939730) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Cypress, TX and has over 12 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.
Kyle Olsen (CRD# 6101385) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in College Station, TX and has over 11 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.