Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > fort worth > WPWEALTH LLP
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 |
More Retirement Planning firms in Fort Worth, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Fort Worth, Texas