Westpark Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $254M in regulatory assets under management, 25 employees, 9 offices, and 773 accounts.
Assets Under Management
$254M
Employees
25
Offices
9 offices
Total Clients
776
Primary office
HOUSTON, TX
13111 WESTHEIMER RD., SUITE 475, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
653
2
HNWI
10.8%
84
3
Corporations
5.0%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 27, 2026
Discretionary39.0%
$99M
39% of total RAUM39.0%
Non-discretionary61.0%
$155M
61% of total RAUM61.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts773
10Y AUM Change+$171M (+205.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee31:1
10Y Employee Change-32 (-56.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.