NEWPARK WEALTH MANAGEMENT
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 286059
- Website
- newparkwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.73%
- Individuals0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Newpark Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fees are charged as a percentage of assets under management and via fixed fees. FINTRX flags Newpark as a capital allocator; it is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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 Funds85%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1MATTHEW SEPPANEN
Financial PlannerCRD 6133717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARK CITY, UT
SUMMIT
Location
PARK CITY, UT
Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SUMMIT
- Address
- 2720 Homestead Rd
- Time zone
- MT (UTC-7)
- Office locations
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