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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2016
- Office Locations
- 1
Office Locations
About Newpark Wealth Management
Newpark Wealth Management is a fee-only financial planning and investment advisory firm in Park City, Utah, focused on helping clients navigate retirement transitions. The firm starts with goals and a savings/investment plan, then builds portfolios to fit the plan rather than market forecasts or timing. Offers in-person and Zoom meetings; affiliated with NAPFA and XY Planning Network and commonly custodies at Schwab.
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Owner & Executives
MATTHEW SEPPANEN
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, PRINCIPAL
- CRD
- #6133717
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,960,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,960,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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