AdvizorPro

Braypark Wealth Management

Braypark Wealth Management. CRD 334880

B

CRD: 334880

Braypark Wealth Management

Costa Mesa, CA, 92626
7144209277
brayparkwealth.com
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
4 Employees
90 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Oak momentum
Established Date
02-28-2025
Office Locations
2

Office Locations

555 Anton Blvd STE 150 Costa Mesa CA
-- Garden Grove CA

About Braypark Wealth Management

Braypark Wealth Management is a registered investment adviser providing integrated financial planning and investment management for individuals, families, and select businesses. Services include retirement and 401(k) planning, estate planning coordination, and insurance guidance, with tailored portfolio strategies aligned to client goals and values. Client access is supported through a Charles Schwab login portal.

Team overview

-- AVG AGE
$10.0M AVG AUM / ADVISOR
$444.4K AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

Full visibility includes strategy notes for insight pioneer radial.
Full visibility includes strategy notes for fusion pathway.
Premium access reveals conviction themes in north matrix harbor.
Full visibility includes strategy notes for vector insight.
Open the full profile to inspect shifts in harbor vector.
Full visibility includes strategy notes for legacy pioneer.
Premium access reveals conviction themes in fusion pioneer.
Unlock to see real insight on foundation eagle.

Asset Classes

Harbor Unison Horizon unison Pathway Quantum unison Horizon Momentum

Client Personas

Radial timber

Custodian

Focus Insight Pathway

Investment Themes

Zenith meridian Frontier vital Optima focus

Investment Vehicles

Crest Vital

Platform

Catalyst timber

Services

Zenith Delta atlas Element quantum Quantum insight Vertex Momentum prime Oak pioneer

Technology

Zenith

Owner & Executives

Enrico Malpas Santos

Enrico Malpas Santos

Chief Compliance Officer, Managing Member

CRD
#6249988
Ownership
50% but less than 75%
(233) 364-8448
signal.horizon@foundationcapital.com
in linkedin.com/in/vital-horizon
K

KATELYN MARIE SANTOS

VICE PRESIDENT

CRD
#8038405
Ownership
50% but less than 75%
(356) 386-5598
horizon.vital@radialcapital.com
in linkedin.com/in/momentum-vital

Showing 2 of 2 owners & executives

Unlock all

Contacts

JORDAN TYLER EDEN

JORDAN TYLER EDEN

--

CRD
#6532975
(432) 605-5870
bridge.meridian@northcapital.com
in linkedin.com/in/value-vertex
C

Christopher Fono

--

CRD
#7337923
(520) 843-5120
alpha.momentum@vertexcapital.com
in linkedin.com/in/prime-meridian
S

Summit bridge

Quantum foundation

CRD
#92540
(762) 271-8946
foundation.value@northcapital.com
in linkedin.com/in/frontier-quantum

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-22-2025
Category Assets AVG. Account size
Discretionary $40,000,000 $206,891
Non-Discretionary $0 --
Total $40,000,000 $206,891

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $40,000,000

$40.0M Total SMA
Public Funds:
20.6%
Equity - Exchange:
4.6%
Cash:
19.8%
Corporate - Investment Grade:
19.2%
Derivatives:
19.4%
Municipal Bonds:
16.4%
Asset class Assets Assets %
Public Funds $799,718,769 20.6%
Equity - Exchange $178,577,978 4.6%
Cash $768,661,730 19.8%
Corporate - Investment Grade $745,368,950 19.2%
Derivatives $753,133,210 19.4%
Municipal Bonds $636,669,310 16.4%
Total $3,882,129,947 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform