Westpark Wealth Advisors, Inc.
- Regulatory AUM
- $254M
- Discretionary
- $99.2M
- Clients
- 776
- Avg AUM / client
- $328K
- Accounts
- 773
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 653 | $201M | 79.0% |
| High net worth individuals | 84 | $43.2M | 17.0% |
| Corporations and other businesses | 39 | $10.2M | 4.0% |
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher David Gammon | Chief Executive Officer/Chief Financial Officer/Chief Compliance Officer | CFP | Jan 2000 (27y) | 75% or more |
| Dean Alan Harvey | Registered representative | CFP | May 2004 (22y) | |
| Joseph Charles Allison | Registered representative | CFP Chartered Financial Consultant | May 2004 (22y) | |
| Peter Timothy Fitzgerald | Registered representative | May 2004 (22y) | ||
| Jeffrey Gordon Riley | Registered representative | May 2004 (22y) | ||
| Stacey Lee Rognon | Registered representative | May 2004 (22y) | ||
| Danny Harold Armstrong | Registered representative | May 2004 (22y) | ||
| Melvin Howell Ehlert | Registered representative | Chartered Financial Consultant | Mar 2005 (21y) | |
| Michael J Spears | Registered representative | Jan 2006 (21y) | ||
| Justin Lee Smith | Registered representative | Jan 2007 (20y) | ||
| Magdalena Beatriz Santos | Registered representative | Feb 2008 (18y) | ||
| Cody Cliff Bauer | Registered representative | May 2008 (18y) | ||
| Andrea Kaye Freedman | Registered representative | CFP | Mar 2009 (17y) | |
| Brent Smith Simmons | Registered representative | Sep 2011 (15y) | ||
| James Janghwan Kim | Registered representative | CFP Personal Financial Specialist | Apr 2012 (14y) | |
| Michael Anthony Petter | Registered representative | Chartered Financial Consultant | Jan 2013 (14y) | |
| David Scott Coffee | Registered representative | Mar 2014 (12y) | ||
| Kiran Naginbhai Patel | Registered representative | Jan 2016 (11y) | ||
| Ronald Charles Bucchi | Registered representative | CFP | Jan 2016 (11y) | |
| Joshua Steven Kirby | Registered representative | CFP | Jun 2016 (10y) | |
| Barbara Cole Derusha | Registered representative | Apr 2018 (8y) | ||
| Nathan Johns Irby | Registered representative | CFP | Jan 2019 (8y) | |
| Craig Loran Sims | Registered representative | Mar 2019 (7y) | ||
| Leonard Heinrich Claus | Registered representative | Nov 2019 (7y) | ||
| Fredrick Lee Jackson | Registered representative | Feb 2020 (7y) | ||
| Peter Grey Trammell | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗