Investment adviser · CRD 39914
WESTPARK CAPITAL, INC.
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Jun 3, 2026
- Regulatory AUM
- $53.1M Form ADV · Item 5.F
- Client accounts
- 265 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| Individuals | 265 | $53,077,941 | 100.0% |
Filing source
Form ADV 2110936 · Jun 3, 2026 · 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: Jun 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1800 CENTURY PARK EAST, SUITE 220LOS ANGELES, CA, 90067, United States
CRD 39914
Filing source
Form ADV 2110936 · Jun 3, 2026 · 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.