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WPWEALTH LLP
CRD 145467 · SEC 801-68528
640 TAYLOR STREET, SUITE 2200, SUITE 2200, FORT WORTH, TX, 76102, United States
Phone
817-259-9100
Fax
8179777095
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$677.2M
Team
14 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $55.3M |
| High net worth individuals | 248 | $979.5M |
| Pension/profit sharing plans | 59 | $121.7M |
| Charitable organizations | 1 | $11.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD