Braypark Wealth Management
Firm details
- Headquarters
- Costa Mesa, California
- CRD number
- 334880
- Registered since
- February 28, 2025
- Website
- brayparkwealth.com
- 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
FINTRXOverview
Braypark Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm is registered with the SEC (registration year 2025) and is registered to operate in California and Hawaii. Its client focus is individuals and families, and it charges fees based on a percentage of assets under management. Core advisory services named in filings include financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services. The firm does not identify as an active ESG investor. It operates as an independent RIA rather than a capital allocator, which aligns with its stated use of third‑party managers and pooled vehicles rather than managing large proprietary alternative programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities27%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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