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WESTPARK CAPITAL, INC.

LOS ANGELES, CA · CRD 39914 · IAPD ↗ · wpcapital.com · 310-843-9300

$53.1MRegulatory AUM
11Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
23States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — WESTPARK CAPITAL, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2026 — WESTPARK CAPITAL, INC. changed its website from meyersfinancialgroup.com to wpcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — WESTPARK CAPITAL, INC. moved its main office from NEW YORK, NY to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
February 2026 — WESTPARK CAPITAL, INC. changed its website from diligentfinancialgroup.com to meyersfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
February 2026 — WESTPARK CAPITAL, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2025 — WESTPARK CAPITAL, INC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — WESTPARK CAPITAL, INC. moved its main office from LOS ANGELES, CA to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2025 — WESTPARK CAPITAL, INC. reported RAUM up 59% ($30.0M -> $47.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — WESTPARK CAPITAL, INC.'s Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.