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WP ASSET MANAGEMENT
302 Us-202
Bedminster, New Jersey 07921
Tel: 908-719-8800
About WP ASSET MANAGEMENT
WP ASSET MANAGEMENT, formally registered with the SEC as WP ASSET MANAGEMENT. The firm was established in 05/13/2022. They have over 1 offices throughout the country.
WP ASSET MANAGEMENT is a Bedminster, New Jersey based Financial Planning firm with nearly $143,312,915 assets under management, offering retirement planning & investment advisory services to 366 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 279034 |
| SEC# | 801-125014 |
| Assets Managed by Firm | $143,312,915 |
| No. of Clients | 366 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SELECTION OF OTHER ADVISERS FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 366 | $143,312,915 |
| Individuals (other than high net worth individuals) | 36 | $13,748,211 |
| High net worth individuals | 44 | $125,895,777 |
| Pension and profit sharing plans | 9 | $3,668,927 |
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|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
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