Anthony
Spangenberg
Wp Advisors, LLC
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About this Advisor
Anthony Spangenberg is a financial advisor based out of Wall Township, New Jersey who has 24 years of relevant experience. Spangenberg is an employee of Wp Advisors, LLC. They have been with Wp Advisors, Llc for their complete career. Spangenberg has a Series 63 license, certifying them as a securities agent, and is able to work in California, New Jersey and Texas. Wp Advisors, LLC is a registered investment firm operating out of San Francisco, CA. It has offices in two locations and just four people on staff. It manages $339 million in assets between its 842 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 842 client accounts, 45% are held by high-net-worth individuals who have more than $1 million in assets. Wp Advisors, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Wp Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wp Advisors, LLC Brokerage Details
$338,934,198
4
842
$402,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Anthony Spangenberg Work History
Anthony has been registered as a financial advisor for 24 years.*
Wp Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Spangenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wp Advisors, LLC
Wall Township, NJ
San Francisco, CA
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.
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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.
