WPG Advisory Group, LLC

Overview

WPG Advisory Group, LLC is organized as a limited liability company and is categorized as an institutional registered investment adviser that acts as a capital allocator. The firm’s stated advisory activity centers on the selection of other advisers, indicating a manager-of-managers or allocation role rather than direct in-house portfolio management. Ownership is identified as individual, the adviser does not describe itself as an active ESG investor, and it is not listed as a multi-state or newly formed adviser. Fee arrangements are recorded as “other,” suggesting non-standard or bespoke pricing structures. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives