Fee-only adviser · Park City, UT
Newpark Wealth Management
Newpark Wealth Management is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Park City, Utah. On its latest Form ADV, filed March 31, 2026, it reports $59M in regulatory assets under management, 29 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Utah |
|---|---|
| Firm CRD number | 286059 |
| Office | 2720 Homestead Road, Suite 140 Park City, UT 84098 |
| Phone | (435) 565-4410 |
| Website | www.newparkwealth.com |
| Regulatory assets under management | $59M |
| Individual clients | 0 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Park City
- John McAndrew Financial Advisors LLC $75M
- Echelons Capital, LLC $174M
- Quantum Capital Advisors, LLC $798M
See all 4 fee-only advisers in Park City →
Nearby
- Holladay 3 firms
- Salt Lake City 33 firms
- American Fork 1 firm
- Highland 1 firm
- Alpine 2 firms
- Millcreek 1 firm
- Sandy 7 firms
- Bountiful 3 firms
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