Braypark Wealth Management logo

Braypark Wealth Management

Updated today

Client assets under management

$40,000,000

Clients

90

6% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

18

Very Low

Average account size

$444,444

About

Braypark Wealth Management is a team-based registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, and may provide complementary financial planning at its discretion.

The firm tailors portfolios to client objectives and monitors them regularly, using a broad set of analytical methods including fundamental, technical, quantitative, cyclical and sector analysis to guide decisions. Investment options include ETFs and individual securities as well as preferred securities, alternative investments, and more complex instruments and strategies such as options, margin, short sales, and active duration management for fixed‑income allocations.

Compared with many peers, Braypark combines retirement‑plan consulting—acknowledging ERISA fiduciary roles for plan sponsors—with the use of higher‑complexity trading tools and quantitative approaches despite a relatively small asset base. The brochure discloses a recent transition from SEC to state registration, adviser insurance activities and a preference for a major custodian that provides institutional support, and describes internal safeguards and disclosures used to address the resulting conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Percentage

$0+: Up to 2.00% annually for Asset Management $0+: Up to 1.00% annually for Retirement Plan Consulting

Main office location

Braypark Wealth Management

555 Anton Blvd, Ste 150

Costa Mesa CA 92626, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jordan E

Series 66

Costa Mesa, CA

Braypark Wealth Management

Jordan Eden is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, and Edward Jones. Outside of his advisory work, Eden serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a small, privately owned firm providing discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm uses a broad set of analytical methods and active investment techniques to construct diversified portfolios, managing approximately $24.62 million across about 83 client relationships.

Private / alternative investments Options & derivatives strategies
user avatar

Katelyn S

Series 65

Costa Mesa, CA

Braypark Wealth Management

Katelyn Santos is a financial advisor at Braypark Wealth Management with a Series 65 credential and one year of industry experience. She previously worked at Acrisure, LLC for nine years and at Rusnak for one year. Santos is also a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a variety of analytical methods to construct diversified portfolios and offers both retail and ERISA-focused services.

Private / alternative investments Options & derivatives strategies
user avatar

Christopher F

Series 66

Costa Mesa, CA

Braypark Wealth Management

Christopher Fono is a financial advisor at Braypark Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research and OSAIC. Outside of financial advising, he is involved in selling softball and baseball bat grips through a small business venture. Braypark Wealth Management is a privately owned firm formed in 2025 that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers both retail and ERISA-focused services through a three-advisor platform.

Private / alternative investments Options & derivatives strategies
user avatar

My N

Series 63, Series 66

Costa Mesa, CA

Braypark Wealth Management

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Private / alternative investments Options & derivatives strategies
user avatar

Enrico S

Series 63, Series 66

Costa Mesa, CA

Braypark Wealth Management

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, Prudential Insurance Company of America, and LPL Enterprise. Braypark Wealth Management is a small, privately owned advisory firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a diverse range of analytical methods to construct and actively manage portfolios across various asset classes.

Private / alternative investments Options & derivatives strategies
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