WP Asset Management

RIASEC Registered

Total AUM

$121M

Discretionary

$102M

84% of AUM

Avg account

$542K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: Bedminster, New Jersey
CRD number: 279034
Registered since: May 13, 2022
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI81.71%
Other Investment Advisers10.72%
Pension & Profit Sharing Plans5.46%
Charitable Organizations2.12%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

WP Asset Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm operates as a capital allocator that serves both individual/family clients and institutional accounts. Its fee model includes asset-based fees, fixed fees, and other fee arrangements. Core advisory activities listed in regulatory filings are discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.