WESTPARK WEALTH Advisors, Inc.

Westpark Wealth Advisors provides investment advisory and financial planning services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and business entities. The firm offers portfolio management through wrap‑fee programs, access to third‑party money managers, and standalone financial planning or consulting engagements, and is compensated via asset‑based fees, hourly charges, or fixed fees.

The firm uses a range of investment strategies — including long‑term and short‑term purchases, frequent trading, short sales, and option writing — and conducts due diligence when recommending third‑party managers. As of December 31, 2024, Westpark reported approximately $229.3 million in assets under management, with about $90.1 million managed on a discretionary basis and $139.2 million managed on a non‑discretionary basis, indicating a predominance of client‑directed arrangements.

Noteworthy details in the brochure include that several associated persons are securities‑licensed brokers and that Westpark clears transactions through Calton & Associates and Hilltop Securities, and that certain associated persons also sell insurance through IMS Insurance Agency. The firm also discloses advising on interests in partnerships and direct participation programs (including real estate and oil and gas interests) and reports referral arrangements such as receiving commissions for loan referrals to AdvisorCreditExchange.