Wpwealth LLP
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 145467
- Registered since
- January 2, 2008
- Website
- www.wpwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.87%
- Pension & Profit Sharing Plans10.42%
- Individuals4.73%
- Charitable Organizations0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Wpwealth LLP is an independent RIA organized as a limited liability partnership and registered with the SEC since 2008. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering portfolio management, financial planning, pension consulting and published commentary. It also operates as an insurance broker and lists annuities among the client solutions it uses. Fee arrangements reported include asset-based fees as well as hourly and fixed-fee engagements. Wpwealth does not identify as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities19%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Nathen McEown
Chief Growth OfficerCRD 7078907
Contacts
3 of 34
Rebecca Sierp
Director of OperationsCRD 5768326
Bryan Mcclune
PartnerCRD 5282382
John Gesek
PartnerCRD 4525964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$649M in ETFs
2%
$13.6M
97%
$636M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $94.4M | 1,826,859 | 14.54% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 640 Taylor St
- Time zone
- CT (UTC-6)
- Office locations
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