# Westpark Wealth Advisors

Westpark Wealth Advisors is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** westparkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/westpark-wealth-advisors-inc.

## Regulatory record

- **CRD number:** 130914
- **SEC file number:** 801-63009
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130914

## About

Westpark Wealth Advisors was established in Houston in 1995 as an independent registered investment advisor. Unlike platforms built around proprietary products or institutional distribution, the firm structures its client relationships around comprehensive financial planning — integrating retirement modeling, tax strategy, and estate planning with discretionary portfolio management. Its client base spans individuals, trusts, estates, charitable organizations, pensions, and business entities, reflecting a generalist wealth management posture rather than sector or stage specialization. The firm's investment approach rests on portfolio construction for taxable and tax-deferred accounts, with allocation decisions driven by client-specific planning outcomes. The geographic footprint remains concentrated in Texas, anchored by its Houston headquarters, with clients drawn from the region's professional, energy-adjacent, and small-business communities. No publicly reported direct investments, co-investments, or fund commitments have been identified. Team size and total assets under management are not publicly disclosed. The firm does not maintain additional offices or operate adjacent vehicles such as philanthropic foundations or club-investment structures. As of mid-2026, no dated operational events — such as leadership transitions, acquisitions, or strategy shifts — have been reported in the public record. Westpark Wealth Advisors represents the classic independent RIA model: a planning-first, product-agnostic fiduciary serving a concentrated regional clientele. Its structural differentiator lies in the combination of tax and estate planning with discretionary management under a single roof — a model that scales through relationships rather than marketing and relies on multi-generational client retention in the Houston market.

## Sectors

- Wealth Management

## Questions

### How does Westpark Wealth Advisors source clients?

The firm sources clients primarily through professional referrals and long-standing relationships in the Houston area. As a planning-centric RIA serving individuals, trusts, estates, and charitable organizations, its growth model relies on reputation and multi-generational client retention rather than institutional marketing or proprietary distribution channels.

### Where does Westpark Wealth Advisors maintain offices?

Westpark Wealth Advisors operates from a single headquarters in Houston, Texas. No additional office locations have been identified, which reinforces the firm's regional focus on clients concentrated in the Houston metropolitan area and broader Texas market.

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Last updated: 2026-08-11T02:43:31.692Z

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