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Wpwealth LLP

● SEC registered since 2008CRD 145467SEC# 801-68528Fort Worth, TX
Export (members)
Reg. AUM
$1.03B
Employees
13
Accounts
2,581
Location
Fort Worth, TX

Wpwealth LLP assets under management

Wpwealth LLP is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2008. It reports $1 billion in regulatory assets under management and employs 13 people.

Wpwealth LLP owners & executives

23 reported
NameTitleOwnershipSince
Brandi Michelle FletcherLimited PartnerUnder 5%2024
Brian StarrLimited PartnerUnder 5%2025
Celina CereceresLimited PartnerUnder 5%2022
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Frequently asked questions

How much does Wpwealth LLP manage?

Wpwealth LLP reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Wpwealth LLP have?

Wpwealth LLP reports 13 employees.

Where is Wpwealth LLP located?

Wpwealth LLP is based in Fort Worth, TX and has been SEC-registered since 2008.

Does Wpwealth LLP disclose fund performance?

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

Contact & registration

Address640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102
Phone817-259-9100
Fax8179777095
Office hours8:00 - 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$554.4M
Non-discretionary$474.8M
Total (RAUM)$1.03B