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WP ADVISORS, LLC
CRD 118268 · SEC 801-62924
CA, United States
Phone
415-777-2900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$588.9M
Discretionary AUM
$576.5M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $81.7M |
| High net worth individuals | 209 | $507.2M |
States served
CA, NJ, WA, TX
All web addresses on file
Official SEC filing: View on IAPD