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Park Wealth Advisors

EST. AUM
$140,000,000

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Firm Details

Metro area Los Angeles
CRD Number
Website parkwealthadvisor.com
Client types

Overview

Park Wealth Advisors is an independent wealth management firm based in Valencia, California. Founded in 2016 by David Park, the firm specializes in holistic, goals-based financial planning for individuals, families, and clients with specialized needs, including same-sex couples. In early 2026, the firm completed a high-profile strategic transition, leaving Osaic Wealth to affiliate with the BAR Financial enterprise network under Cetera Wealth Services, LLC (member FINRA/SIPC).

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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