BRAYPARK WEALTH MANAGEMENT
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
FINTRXOverview
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
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%
Contacts
3 of 5Enrico Santos
Financial Advisor and PresidentCRD 6249988
KATELYN SANTOS
Vice President, Financial AdvisorCRD 8038405
JORDAN EDEN
Financial AdvisorCRD 6532975
Wealth 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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