Investment adviser · CRD 334880
BRAYPARK WEALTH MANAGEMENT
Investment adviser filing (IA)
COSTA MESA, CA, United States · Form ADV filed Aug 12, 2025
- Regulatory AUM
- $24.6M Form ADV · Item 5.F
- Client accounts
- 119 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 6 | $14,200,000 | 57.7% |
| Individuals | 77 | $10,420,000 | 42.3% |
Filing source
Form ADV 2009160 · Aug 12, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
555 ANTON BLVD, STE 150COSTA MESA, CA, 92626, United States
CRD 334880
Filing source
Form ADV 2009160 · Aug 12, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.