Wpwealth LLP

RIASEC RegisteredEst. 2008

Total AUM

$1.2B

Discretionary

$677M

58% of AUM

Avg account

$720K

Accounts

1,622

Employees

Advisory reps

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

FINTRX

Overview

Wpwealth LLP is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2008. The firm serves a mix of individual, family and institutional clients and is structured to act as a capital allocator, deploying both in-house solutions and outside managers where appropriate. It also operates as an insurance broker and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting and the publication of periodic investment commentary. Fee arrangements include percentage-of-assets, hourly charges and fixed fees. The firm’s filings indicate it does not position itself as an ESG-focused investor and is not registered as a multi-state adviser. Wpwealth has an industry affiliation with accounting professionals, which appears integrated into its client-facing advisory and planning services.