NEWPARK WEALTH MANAGEMENT

NEWPARK WEALTH MANAGEMENT of PARK CITY, UT is an SEC-registered investment adviser (CRD 286059). Regulatory assets under management: $59.0M.

Registration

• CRD: 286059
• Type: Registered investment adviser
• Location: 2720 HOMESTEAD ROAD, SUITE 140, PARK CITY, UT, 84098
• Phone: 435-565-4410
• Latest filing: 2026-03-31
• Regulatory AUM: $59.0M
• Discretionary AUM: $59.0M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286059 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search