WESTPARK WEALTH ADVISORS, INC.
CRD #130914 SEC #801-63009 HOUSTON, TX 713-266-2993
SEC Registered
Total AUM
$229.3M
Discretionary
$90.1M
Employees
27
Clients
51
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $229.3M | $90.1M | $139.2M | 27 | 412 |
| Dec 2024 | $274.4M | $96M | $178.4M | 30 | 387 |
| Sep 2024 | $274.4M | $96M | $178.4M | 30 | 381 |
| Sep 2024 | $274.4M | $96M | $178.4M | 31 | 381 |
| Mar 2024 | $274.4M | $96M | $178.4M | 31 | 381 |
| Mar 2024 | $219.7M | $84.8M | $134.9M | 32 | 367 |
| Jan 2024 | $219.7M | $84.8M | $134.9M | 32 | 367 |
| Dec 2023 | $219.7M | $84.8M | $134.9M | 32 | 367 |
| Mar 2023 | $219.7M | $84.8M | $134.9M | 32 | 367 |
| Feb 2023 | $201.3M | $42.2M | $159M | 32 | 375 |
| Mar 2022 | $201.3M | $42.2M | $159M | 32 | 375 |
| Feb 2022 | $158.3M | $28.2M | $130.2M | 35 | 400 |
| Sep 2021 | $158.3M | $28.2M | $130.2M | 35 | 400 |
| Mar 2021 | $158.3M | $28.2M | $130.2M | 35 | 400 |
| Nov 2020 | $216.7M | $97.5M | $119.2M | 39 | 400 |
| Jun 2020 | $216.7M | $97.5M | $119.2M | 39 | 400 |
| Mar 2020 | $216.7M | $97.5M | $119.2M | 39 | 400 |
| Dec 2019 | $204.4M | $85M | $119.4M | 36 | 207 |
| Mar 2019 | $204.4M | $85M | $119.4M | 36 | 207 |
| Feb 2019 | $72.7M | $58.9M | $13.8M | 42 | 347 |
| Sep 2018 | $72.7M | $58.9M | $13.8M | 42 | 347 |
| Mar 2018 | $72.7M | $58.9M | $13.8M | 42 | 347 |
| Mar 2018 | $83.2M | $69.6M | $13.6M | 42 | 300 |
| Mar 2018 | $83.2M | $69.6M | $13.6M | 42 | 300 |
| May 2017 | $83.2M | $69.6M | $13.6M | 57 | 600 |
| Apr 2017 | $83.2M | $69.6M | $13.6M | 57 | 600 |
| Mar 2017 | $83.2M | $69.6M | $13.6M | 57 | 600 |
| Dec 2016 | $76.1M | $63.6M | $12.6M | 62 | 600 |
| Mar 2016 | $76.1M | $63.6M | $12.6M | 62 | 600 |
| Mar 2015 | $90.3M | $75.8M | $14.5M | 64 | 600 |
| Jan 2015 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| Dec 2014 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| Aug 2014 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| May 2014 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| Apr 2014 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| Mar 2014 | $84.9M | $68.7M | $16.2M | 64 | 600 |
| Nov 2013 | $76.3M | $65.9M | $10.3M | 65 | 600 |
| Mar 2013 | $76.3M | $65.9M | $10.3M | 65 | 600 |
| Mar 2013 | $70.1M | $59.1M | $11.1M | 58 | 600 |
| Dec 2012 | $70.1M | $59.1M | $11.1M | 58 | 600 |
| Nov 2012 | $70.1M | $59.1M | $11.1M | 58 | 600 |
| Oct 2012 | $70.1M | $59.1M | $11.1M | 58 | 600 |
| Mar 2012 | $70.1M | $59.1M | $11.1M | 51 | 600 |
| Dec 2011 | $68.4M | $57.6M | $10.8M | 51 | 1,500 |
| Dec 2011 | $68.4M | $57.6M | $10.8M | 51 | 1,500 |
| Jun 2011 | $68.4M | $57.6M | $10.8M | 51 | -- |
| Mar 2011 | $68.4M | $57.6M | $10.8M | 51 | -- |
| Mar 2009 | $59.9M | $40.5M | $19.4M | 51 | -- |
| Mar 2008 | $97.2M | $74.5M | $22.7M | 51 | -- |
| Jun 2007 | $74.7M | $53.1M | $21.6M | 51 | -- |
| Apr 2007 | $74.7M | $53.1M | $21.6M | 51 | -- |
| Mar 2007 | $74.7M | $53.1M | $21.6M | 51 | -- |
| Feb 2007 | $74M | $46.8M | $27.2M | 51 | -- |
| Jan 2007 | $74M | $46.8M | $27.2M | 51 | -- |
| Nov 2005 | $41.8M | $24.4M | $17.4M | 51 | -- |
| Nov 2005 | $41.8M | $24.4M | $17.4M | 51 | -- |
| Sep 2005 | $41.8M | $24.4M | $17.4M | 51 | -- |
| Aug 2004 | $38M | $30.5M | $7.5M | 51 | -- |
| Apr 2004 | $0 | $0 | $0 | 51 | -- |
| Apr 2004 | $0 | $0 | $0 | 51 | -- |
DateMar 2025
Total AUM$229.3M
Discretionary$90.1M
Non-Disc.$139.2M
Employees27
Clients412
DateDec 2024
Total AUM$274.4M
Discretionary$96M
Non-Disc.$178.4M
Employees30
Clients387
DateSep 2024
Total AUM$274.4M
Discretionary$96M
Non-Disc.$178.4M
Employees30
Clients381
DateSep 2024
Total AUM$274.4M
Discretionary$96M
Non-Disc.$178.4M
Employees31
Clients381
DateMar 2024
Total AUM$274.4M
Discretionary$96M
Non-Disc.$178.4M
Employees31
Clients381
DateMar 2024
Total AUM$219.7M
Discretionary$84.8M
Non-Disc.$134.9M
Employees32
Clients367
DateJan 2024
Total AUM$219.7M
Discretionary$84.8M
Non-Disc.$134.9M
Employees32
Clients367
DateDec 2023
Total AUM$219.7M
Discretionary$84.8M
Non-Disc.$134.9M
Employees32
Clients367
DateMar 2023
Total AUM$219.7M
Discretionary$84.8M
Non-Disc.$134.9M
Employees32
Clients367
DateFeb 2023
Total AUM$201.3M
Discretionary$42.2M
Non-Disc.$159M
Employees32
Clients375
DateMar 2022
Total AUM$201.3M
Discretionary$42.2M
Non-Disc.$159M
Employees32
Clients375
DateFeb 2022
Total AUM$158.3M
Discretionary$28.2M
Non-Disc.$130.2M
Employees35
Clients400
DateSep 2021
Total AUM$158.3M
Discretionary$28.2M
Non-Disc.$130.2M
Employees35
Clients400
DateMar 2021
Total AUM$158.3M
Discretionary$28.2M
Non-Disc.$130.2M
Employees35
Clients400
DateNov 2020
Total AUM$216.7M
Discretionary$97.5M
Non-Disc.$119.2M
Employees39
Clients400
DateJun 2020
Total AUM$216.7M
Discretionary$97.5M
Non-Disc.$119.2M
Employees39
Clients400
DateMar 2020
Total AUM$216.7M
Discretionary$97.5M
Non-Disc.$119.2M
Employees39
Clients400
DateDec 2019
Total AUM$204.4M
Discretionary$85M
Non-Disc.$119.4M
Employees36
Clients207
DateMar 2019
Total AUM$204.4M
Discretionary$85M
Non-Disc.$119.4M
Employees36
Clients207
DateFeb 2019
Total AUM$72.7M
Discretionary$58.9M
Non-Disc.$13.8M
Employees42
Clients347
DateSep 2018
Total AUM$72.7M
Discretionary$58.9M
Non-Disc.$13.8M
Employees42
Clients347
DateMar 2018
Total AUM$72.7M
Discretionary$58.9M
Non-Disc.$13.8M
Employees42
Clients347
DateMar 2018
Total AUM$83.2M
Discretionary$69.6M
Non-Disc.$13.6M
Employees42
Clients300
DateMar 2018
Total AUM$83.2M
Discretionary$69.6M
Non-Disc.$13.6M
Employees42
Clients300
DateMay 2017
Total AUM$83.2M
Discretionary$69.6M
Non-Disc.$13.6M
Employees57
Clients600
DateApr 2017
Total AUM$83.2M
Discretionary$69.6M
Non-Disc.$13.6M
Employees57
Clients600
DateMar 2017
Total AUM$83.2M
Discretionary$69.6M
Non-Disc.$13.6M
Employees57
Clients600
DateDec 2016
Total AUM$76.1M
Discretionary$63.6M
Non-Disc.$12.6M
Employees62
Clients600
DateMar 2016
Total AUM$76.1M
Discretionary$63.6M
Non-Disc.$12.6M
Employees62
Clients600
DateMar 2015
Total AUM$90.3M
Discretionary$75.8M
Non-Disc.$14.5M
Employees64
Clients600
DateJan 2015
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateDec 2014
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateAug 2014
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateMay 2014
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateApr 2014
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateMar 2014
Total AUM$84.9M
Discretionary$68.7M
Non-Disc.$16.2M
Employees64
Clients600
DateNov 2013
Total AUM$76.3M
Discretionary$65.9M
Non-Disc.$10.3M
Employees65
Clients600
DateMar 2013
Total AUM$76.3M
Discretionary$65.9M
Non-Disc.$10.3M
Employees65
Clients600
DateMar 2013
Total AUM$70.1M
Discretionary$59.1M
Non-Disc.$11.1M
Employees58
Clients600
DateDec 2012
Total AUM$70.1M
Discretionary$59.1M
Non-Disc.$11.1M
Employees58
Clients600
DateNov 2012
Total AUM$70.1M
Discretionary$59.1M
Non-Disc.$11.1M
Employees58
Clients600
DateOct 2012
Total AUM$70.1M
Discretionary$59.1M
Non-Disc.$11.1M
Employees58
Clients600
DateMar 2012
Total AUM$70.1M
Discretionary$59.1M
Non-Disc.$11.1M
Employees51
Clients600
DateDec 2011
Total AUM$68.4M
Discretionary$57.6M
Non-Disc.$10.8M
Employees51
Clients1,500
DateDec 2011
Total AUM$68.4M
Discretionary$57.6M
Non-Disc.$10.8M
Employees51
Clients1,500
DateJun 2011
Total AUM$68.4M
Discretionary$57.6M
Non-Disc.$10.8M
Employees51
Clients--
DateMar 2011
Total AUM$68.4M
Discretionary$57.6M
Non-Disc.$10.8M
Employees51
Clients--
DateMar 2009
Total AUM$59.9M
Discretionary$40.5M
Non-Disc.$19.4M
Employees51
Clients--
DateMar 2008
Total AUM$97.2M
Discretionary$74.5M
Non-Disc.$22.7M
Employees51
Clients--
DateJun 2007
Total AUM$74.7M
Discretionary$53.1M
Non-Disc.$21.6M
Employees51
Clients--
DateApr 2007
Total AUM$74.7M
Discretionary$53.1M
Non-Disc.$21.6M
Employees51
Clients--
DateMar 2007
Total AUM$74.7M
Discretionary$53.1M
Non-Disc.$21.6M
Employees51
Clients--
DateFeb 2007
Total AUM$74M
Discretionary$46.8M
Non-Disc.$27.2M
Employees51
Clients--
DateJan 2007
Total AUM$74M
Discretionary$46.8M
Non-Disc.$27.2M
Employees51
Clients--
DateNov 2005
Total AUM$41.8M
Discretionary$24.4M
Non-Disc.$17.4M
Employees51
Clients--
DateNov 2005
Total AUM$41.8M
Discretionary$24.4M
Non-Disc.$17.4M
Employees51
Clients--
DateSep 2005
Total AUM$41.8M
Discretionary$24.4M
Non-Disc.$17.4M
Employees51
Clients--
DateAug 2004
Total AUM$38M
Discretionary$30.5M
Non-Disc.$7.5M
Employees51
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--