Washpark Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,480,226
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
WashPark Capital provides discretionary investment management and integrated financial planning primarily for individual and high‑net‑worth households, generally those with $500,000 or more in investable assets. The firm reports approximately $1.48 million in discretionary assets under management and also offers standalone consulting and assessment services on a negotiated fee basis.
The firm combines fundamental analysis with Modern Portfolio Theory to construct broadly diversified, predominantly long‑term portfolios, typically implemented through mutual funds and ETFs, and conducts at least quarterly account reviews. Retirement-focused work is a clear element of its process: prospective clients may receive a no‑cost Retirement Fundedness Report that applies a liability‑driven framework, stress testing, and a proposed monitoring plan.
Notable for a firm in the investment manager category, WashPark explicitly serves high‑net‑worth individuals and includes comprehensive financial planning for all investment management clients at no additional charge. As a small, owner‑operated adviser with flexibility to negotiate standalone consulting arrangements and provide a free fundedness assessment to prospects, the firm emphasizes tailored retirement assessments and fee flexibility that are less common among its peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Wealth management
ESG / Sustainable investing
Fee options
up to 0.85% annually
Account minimum: $500,000
Main office location
Washpark Capital, LLC
Denver CO, United States
Number of offices
1
Most active in
Washpark Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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