$254.3M Total AUM
$99.2M Disc. AUM
-- 3Y CAGR
25 Employees
1,155 ADV. Clients
22 yrs Firm Age
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- Custodian
- Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2004
- Office Locations
- 18
Office Locations
13111 Westheimer Rd. Suite 475 Houston TX
1790 Bauer Rd. Winnie TX
1805 5TH Street Suite 201 BAY City TX
About Westpark Wealth Advisors, Inc.
Westpark Wealth Advisors, Inc. is an independent Houston-based advisory firm providing financial and investment planning across life stages, including portfolio construction, estate/legacy planning, and insurance guidance. The firm emphasizes objective product recommendations, custodies through Hilltop Securities, and runs portfolios that are heavily ETF-based.
Team overview
41 AVG AGE
$10.2M AVG AUM / ADVISOR
$220.2K AVG AUM / CLIENT
15.2 yrs AVG TENURE
25 Employees
25 Advisory Reps
25 RIA Reps
22yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER DAVID GAMMON
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer
- CRD
- #2354523
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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JOSEPH CHARLES ALLISON
--
- CRD
- #2726356
Available
Available
Available
DANNY HAROLD ARMSTRONG
Financial Advisor
- CRD
- #2218957
Available
Available
Available
Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,184,183 | $422,060 |
| Non-Discretionary | $155,134,235 | $288,354 |
| Total | $254,318,418 | $329,002 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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