BRAYPARK WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$212K
Accounts
189
Employees
4
Advisory reps
5

Firm details

Headquarters
COSTA MESA, California
CRD number
334880
Registered since
February 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals55%
  • HNWI45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Braypark Wealth Management is an independent registered investment adviser that serves individual and family clients on a fee‑based percentage of AUM model. The firm is SEC‑registered as of 2025 and is owned by an individual. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutions, with pension consulting included among its service set. Braypark relies primarily on externally managed products rather than operating as a capital allocator, and it is not positioned as an active ESG investor. Investment implementation appears driven by core public funds and mutual funds for bulk exposure, complemented by selective allocations to third‑party alternative managers. The firm also has an affiliation with an insurance company, which can influence product selection and client structuring in areas such as tax‑sensitive planning and insurance‑linked solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 27%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Derivatives 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Contacts

3 of 5
  • Enrico Santos

    Financial Advisor and PresidentCRD 6249988

  • KATELYN SANTOS

    Vice President, Financial AdvisorCRD 8038405

  • JORDAN EDEN

    Financial AdvisorCRD 6532975

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COSTA MESA, CA

ORANGE

Location

COSTA MESA, CA

Headquartered in COSTA MESA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
555 Anton Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth