WESTPARK CAPITAL, INC.
  • WESTPARK CAPITAL, INC.
  • COAST CAPITAL WEALTH MANAGEMENT
  • QUIVER FINANCIAL
  • PACIFIC CREST FINANCIAL
  • MEYERS FINANCIAL GROUP
  • MASON FINANCIAL PARTNERS
  • HARVARD FUNDING GROUP, INC.
  • FORETHOUGHT FINANCIAL
  • DUKES WEALTH MANAGEMENT INC.
  • DILIGENT FINANCIAL GROUP
  • DILIGENT FINANCIAL

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Adviser Profile

As of Date 06/03/2026
Registration SEC, Approved, 09/07/2016
Other registrations (2)
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 53,077,941 12%
of that, discretionary 47,835,012 1%
Number of Employees 11 -27%
of those in investment advisory functions 11 10%
Private Fund GAV* 0
Avg Account Size 200,294 -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

48M 41M 34M 27M 21M 14M 7M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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