Bernhard
Mundt
Westpark Wealth Advisors, Inc
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About this Advisor
Bernhard Mundt is a financial advisor based in Kingwood, Texas, working with Westpark Wealth Advisors, Inc. Bernhard has previously held positions at Ims Securities, Inc, Ims Financial Advisors, Inc, and Calton & Associates, Inc. Bernhard has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Bernhard is part of Westpark Wealth Advisors, Inc, which operates out of Kingwood, Texas. The firm has 10 offices and 31 employees. The firm manages assets totaling $274.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Westpark Wealth Advisors, Inc Brokerage Details
$274,413,527
31
942
$291,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bernhard Mundt Work History
Calton & Associates, Inc
Ims Financial Advisors, Inc
Ims Securities, Inc
Disclosures
Please visit the SEC profile of Bernhard Mundt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westpark Wealth Advisors, Inc
Baton Rouge, LA
Houston, TX
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Bellaire, TX
Sugar Land, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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