WESTPEAK FINANCIAL

WESTPEAK FINANCIAL is an SEC-registered investment adviser (CRD 329594). Regulatory assets under management: $349K.

Registration

• CRD: 329594
• Type: Registered investment adviser
• Phone: 732-242-4939
• Latest filing: 2026-03-19
• Regulatory AUM: $349K
• Discretionary AUM: $349K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329594 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search