WPWEALTH LLP
SEC Form ADV profile.
Total regulatory AUM
$1,167,914,964
Discretionary
$677,158,369
Non-discretionary
$490,756,595
Firm details
- CRD number
- 145467
- SEC file number
- 801-68528
- Main office
- FORT WORTH, TX, United States
- Employees
- 18
- SEC status
- Approved
- Website
- https://www.linkedin.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.