Braypark Wealth Management logo

Braypark Wealth Management

Updated today

Client AUM

$40,000,000

Clients

90

Advisors

5

of 5 employees

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

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$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

Advisors at this firm

user avatar

Jordan E

Series 66

Costa Mesa, CA

Braypark Wealth Management

Jordan Eden is a financial advisor at Braypark Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, and Wells Fargo. Outside of advisory work, Jordan serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies including ETFs, alternative investments, and complex instruments.

Private / alternative investments Options & derivatives strategies
user avatar

Katelyn S

Series 65

Costa Mesa, CA

Braypark Wealth Management

Katelyn Santos is a financial advisor at Braypark Wealth Management in Costa Mesa, CA, holding a Series 65 designation. She has one year of experience at Braypark and nine years previously at Acrisure, LLC. Santos is also a licensed insurance agent and may offer insurance products in connection with her role. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, using a variety of analytical methods and investment strategies tailored to client objectives.

Private / alternative investments Options & derivatives strategies
user avatar

Christopher F

Series 66

Costa Mesa, CA

Braypark Wealth Management

Christopher Fono is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group among other firms. Outside of advisory work, he is involved in sales for VUKGRIPZ LLC, a company that markets softball and baseball bat grips. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, employing a range of analytical methods and investment strategies, including the use of ETFs, individual securities, alternative investments, and more complex instruments such as options and margin.

Private / alternative investments Options & derivatives strategies
user avatar

My N

Series 63, Series 66

Costa Mesa, CA

Braypark Wealth Management

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Private / alternative investments Options & derivatives strategies
user avatar

Enrico S

Series 63, Series 66

Costa Mesa, CA

Braypark Wealth Management

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill Lynch, and The Prudential Insurance Company of America. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Private / alternative investments Options & derivatives strategies
View complete list of advisors at this firm
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