$11.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
3 Employees
66 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · SSG
- Clients
- Retail
- Platforms
- AtlasWave
- Established Date
- 11-01-2004
- Office Locations
- 1
Office Locations
32020 32nd AVE S STE 100 Federal WAY WA
About Park Wealth Management
Park Wealth Management is a boutique Los Angeles wealth manager focused on professionals, providing retirement planning, estate planning, and ongoing investment management. The firm emphasizes research-driven, diversified strategies and coordinates with clients’ tax advisors. Public profile data indicates ETF-based managed accounts and custody via Altruist.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$178.3K AVG AUM / CLIENT
18.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Fusion quantum Alpha
Client Personas
Atlas Vital optima
Custodian
Delta quantum Ember vector Foundation optima Glacier wave
Investment Themes
Atlas vertex Wave insight
Investment Vehicles
Insight
Services
Frontier foundation Bridge crest Ridge summit Vertex catalyst Prime legacy Signal
Technology
Element foundation Ridge pathway
Owner & Executives
K
KYUNG HEE PARK
President
- CRD
- --
- Ownership
- 75% or more
(276) 696-4902
vital.glacier@peakcapital.com
in linkedin.com/in/beacon-zenith
E
EUGENE PARK
Vice President
- CRD
- --
- Ownership
- Less than 5%
(240) 315-2623
summit.frontier@vitalcapital.com
in linkedin.com/in/fusion-horizon
O
Oak value
Meridian ridge
- CRD
- #93133
- Ownership
- 46.5%
(862) 613-2512
oak.legacy@primecapital.com
in linkedin.com/in/glacier-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,770,186 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,770,186 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,770,186
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,969,959,136 | 100.0% |
| Total | $8,969,959,136 | 100.0% |