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WPWEALTH LLP
640 Taylor Street, Suite 2200
Suite 2200
Fort Worth, Texas 76102
Tel: 817-259-9100
About WPWEALTH LLP
WPWEALTH LLP, formally registered with the SEC as WPWEALTH LLP. The firm was established in 01/02/2008. They have over 7 offices throughout the country.
WPWEALTH LLP is a Fort Worth, Texas based Financial Planning firm with nearly $872,673,363 assets under management, offering retirement planning & investment advisory services to 2307 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145467 |
| SEC# | 801-68528 |
| Assets Managed by Firm | $872,673,363 |
| No. of Clients | 2307 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2307 | $872,673,363 |
| Individuals (other than high net worth individuals) | 226 | $99,688,995 |
| High net worth individuals | 159 | $648,850,407 |
| Pension and profit sharing plans | 64 | $115,432,822 |
| Corporations or other businesses | 1 | $8,701,139 |
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