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Wp Advisors, LLC

● SEC registered since 2004CRD 118268SEC# 801-62924San Francisco, CA
Export (members)
Reg. AUM
$505.7M
Employees
4
Accounts
877
Location
San Francisco, CA

Wp Advisors, LLC assets under management

Wp Advisors, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2004. It reports $505.7 million in regulatory assets under management and employs 4 people.

Wp Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anthony Matthew Spangenberg ControlManaging Member50-75%1999
Jennifer Johnson CooneyChief Compliance OfficerUnder 5%2004
Stephen Dominick Philliber ControlManaging Member50-75%1999

Frequently asked questions

How much does Wp Advisors, LLC manage?

Wp Advisors, LLC reports $505.7 million in regulatory assets under management on its Form ADV.

How many employees does Wp Advisors, LLC have?

Wp Advisors, LLC reports 4 employees.

Where is Wp Advisors, LLC located?

Wp Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2004.

Does Wp Advisors, LLC disclose fund performance?

Wp Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address353 Sacramento Street, Floor 18, San Francisco, CA 94111
Phone415-777-2900
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1697796
Discloses disciplinary historyNo

Assets under management

Discretionary$495M
Non-discretionary$10.7M
Total (RAUM)$505.7M