Newpark Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,960,000
Total clients
29
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$2,033,103
About
Newpark Wealth Management provides investment management, financial planning, and outside-manager selection services to individuals, high‑net‑worth individuals, and small businesses. The firm works with a relatively small number of client relationships and manages client portfolios on a discretionary basis while also advising on employer‑sponsored qualified plans.
The firm primarily practices passive investment management—constructing asset‑class diversified portfolios using index mutual funds and ETFs and emphasizing low turnover and tax efficiency—but also uses fundamental, technical, cyclical and charting analysis when performing investment analyses or selecting investments. Newpark assists clients with comprehensive planning topics (including business planning and employee benefits optimization) and implements client‑imposed investment restrictions when requested.
What is noteworthy for a firm of this size is the combination of a predominantly passive portfolio approach with the explicit use of technical and cyclical methods in its investment analysis and outside‑manager reviews. The firm discloses no material disciplinary history, reports no related‑party affiliations, and recommends a single qualified custodian relationship that provides research, technology and other services to the adviser.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General tax planning
Fee options
Financial planning fee up to $10,000 (one-time)
Up to 1.50% per annum, may be blended tiered fee negotiated case-by-case
Minimum fee: Quarterly minimum fee set at firm's discretion Fee-only: One-time fixed financial planning fee up to $10,000
Main office location
Newpark Wealth Management
2720 Homestead Road, Suite 140
Park City UT 84098, United States
Number of offices
1
Most active in
Newpark Wealth Management has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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