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| WP Advisors LLC
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| CRD # | 118268 |
| SEC # | 801-62924 |
| CIK # | 0001697796 |
| AUM | 588.9 M (2026-03-23) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-777-2900 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697796 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.3 | ||
| Alphabet Inc | 30.5 | ||
| Facebook Inc | 23.4 | ||
| Nvidia Corp | 18.6 | ||
| Enterprise Products Partners L P | 14.4 | ||
| Pfizer Inc | 14.3 | ||
| Amazon Com Inc | 13.5 | ||
| Netflix Inc | 12.7 | ||
| Valero Energy Corp/Tx | 7.9 | ||
| Visa Inc | 7.7 | ||
| AbbVie Inc | 7.5 | ||
| Microsoft Corp | 6.7 | ||
| UnitedHealth Group Inc | 6.3 | ||
| American Express Co | 5.0 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| Paypal Holdings Inc | 4.1 | ||
| Chevron Corp | 3.7 | ||
| Oneok Inc /New/ | 3.4 | ||
| Priceline Com Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 81.7 |
| (b) Individuals (high net worth individuals) | 209 | 507.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 842 | 588.9 |
| By Discretionary | ||
| Discretionary | 823 | 576.5 |
| Non-Discretionary | 19 | 12.4 |
| Total | 842 | 588.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 581.6 | |
| Total | 842 | 588.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697796] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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AIMZ Investment Advisors LLC
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|
Richardson Capital Management LLC
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|
Avalon Capital Management
✚
|
CA | 582.2 M |