Braypark Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Braypark Wealth Management is a team-based registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, and may provide complementary financial planning at its discretion.
The firm tailors portfolios to client objectives and monitors them regularly, using a broad set of analytical methods including fundamental, technical, quantitative, cyclical and sector analysis to guide decisions. Investment options include ETFs and individual securities as well as preferred securities, alternative investments, and more complex instruments and strategies such as options, margin, short sales, and active duration management for fixed‑income allocations.
Compared with many peers, Braypark combines retirement‑plan consulting—acknowledging ERISA fiduciary roles for plan sponsors—with the use of higher‑complexity trading tools and quantitative approaches despite a relatively small asset base. The brochure discloses a recent transition from SEC to state registration, adviser insurance activities and a preference for a major custodian that provides institutional support, and describes internal safeguards and disclosures used to address the resulting conflicts.
Client services
Expertise
Fee options
$0+: Up to 2.00% annually for Asset Management $0+: Up to 1.00% annually for Retirement Plan Consulting
Main office
555 Anton Blvd, Ste 150
Costa Mesa CA 92626
Advisors at this office
5
Most active in
California · Hawaii · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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