RIA · CRD 286059SEC-Registered

Updated:

Newpark Wealth Management

Newpark Wealth Management is an SEC-registered RIA with no publicly disclosed leadership, AUM, or strategy — profile from primary-source public records.

Newpark Wealth Management

Newpark Wealth Management is an SEC-registered investment adviser in Park City, UT. The firm manages approximately $59 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who leads investment decisions at Newpark Wealth Management?

The firm's principals and investment committee members are not listed on any verified public source, including SEC filings or the firm's own website. No named chief investment officer or managing principal could be confirmed.

What is Newpark Wealth Management's minimum account size?

The firm does not publicly disclose a minimum account size for wealth management engagements. Many RIAs require $500,000 to $1 million in investable assets, but this figure is unconfirmed for Newpark.

Is Newpark Wealth Management a single-family or multi-family office?

Based on its SEC registration as an RIA, Newpark Wealth Management appears to operate as an investment adviser, not as a family office. Without published information on client composition, its exact structure cannot be determined.

Does Newpark Wealth Management make direct investments or only manage portfolios?

The firm's public profile suggests it may focus on traditional wealth management and financial planning rather than direct deal-making or venture investing. No direct investments or co-investments are cited in public records.

Where is Newpark Wealth Management located?

The firm's headquarters city and address are not listed in available public records. It is registered in the United States.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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