Peter Grey Trammell

Employer firm

Westpark Wealth Advisors, Inc. CRD 130914

$254M regulatory AUM 379 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1996 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 11/2017 → Present
  Calton & Associates, Inc.
  Houston, TX
• 01/2026 → Present
  Westpark Wealth Advisors, Inc.
  Houston, TX

Other Businesses

No. 1) Name of Business: Peter Trammell. Non-Investment related. Address: 950 Echo Lane, Suite 200, Houston, TX 77024. Nature of Business: Health Insurance benefits sales. Some term and Whole Life Insurance. Position/Title/Relationship: Owner. Start Date: 01/01/1993. Hours per month: 150. Hours per month during Securities trading hours: 50%. Duties/Responsibilities: Solicit group insurance customers, and service clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-18
• S63 Uniform Securities Agent State Law Examination
  1993-03-03

Other Names

• Pete Trammell
• Peter G Trammell