Zachary
Van Kirk
Wpwealth Llp
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About this Advisor
Zachary Van Kirk is a financial advisor operating out of Fort Worth, Texas who has 1 year of industry experience. Van Kirk is currently employed by Wpwealth Llp. Van Kirk has gained experience at Wpwealth Llp, Northwestern Mutual, Texas Tech University, Hayashi, 4Ore Golf, Sisd, North Rig Grill, Lecrone Law Firm, Texas Roadhouse and Piner Middle School. Van Kirk holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Texas. Wpwealth Llp is a registered investment firm based in Fort Worth, TX. The company has offices in four locations and a total of 12 financial advisors. It controls $779 million in total assets among its 2,466 client accounts, making it one of the larger firms in the nation by assets under management. Of its 2,466 client accounts, 44% belong to high-net-worth clients who have greater than $1 million in assets. Wpwealth Llp has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees charged by financial advisors are based on which services are provided. Fee types billed by Wpwealth Llp most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wpwealth Llp Brokerage Details
$779,269,254
12
2,466
$316,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Zachary Van Kirk Work History
Zachary has been registered as a financial advisor for 1 years.*
Wpwealth Llp
Northwestern Mutual
Texas Tech University
Hayashi
4Ore Golf
Texas Tech University
Sisd
Texas Tech University
North Rig Grill
Lecrone Law Firm
Texas Roadhouse
Piner Middle School
*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 Zachary Van Kirk 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 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
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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