Wpwealth Llp
Answer a few questions and
get matched with an advisor.
Learn more about Wpwealth Llp
Overview
Wpwealth Llp is a financial advisor firm based in Fort Worth, Texas. The company has $779.3 million in assets under management across 2,466 client accounts, making it one of the bigger firms in the nation by assets under management (AUM). The firm has a small team, including 12 financial advisors. Wpwealth Llp is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Wpwealth Llp administers 768 of the company's client assets on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without needing the customer's permission. Wpwealth Llp also oversees 1,698 non-discretionary accounts with a total of $265.6 million in assets under management. The advisory firm's typical account size is $316,005. The typical advisor at Wpwealth Llp administers around 206 client accounts.
The firm's main office is located at 640 Taylor Street, Suite 2200, Fort Worth, Texas 76102. Wpwealth Llp is allowed to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wpwealth Llp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$779.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
12
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,466
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$316.0 thousand
Products and Services
Wpwealth Llp provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. In the last fiscal year, the company provided financial planning services to 251-500 of its clients. Wpwealth Llp does sell products or offer services other than investment advisory services to its customers. It also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically depend on which service is offered. However, fees charged by the company may include any blend of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors, pension plans and corporations. Out of its 2,466 accounts, Wpwealth Llp's largest client by number of accounts is high net worth investors, though it also caters to 198 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 44%
- Other Individuals - 41.78%
- Corporations - 14.22%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Wpwealth Llp
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.