WPWealth LLP

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Assets, Funds, Holdings

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WPWealth LLP
CRD #145467
SEC #801-68528
CIK #0001950118
AUM $872.7 MM (2024-07-29)
Employees 12 (100% Investors, 0% Brokers)
Phone817-259-9100
Address640 Taylor Street, Suite 2200
Fort Worth, TX 76102
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.2
MSFT 1,918,222.4 1.5
NVDA 399,550.0 1.1
XOM 385,508.3 1.0
AMZN 1,092,997.8 1.0
 
 
 
 
 
 
Holdings by Sector ($MM)
4503602701809002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 226 99.7
(b) Individuals (high net worth individuals) 159 648.9
(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 64 115.4
(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 1 8.7
(n) Other 0 0.0
Total 2,307 872.7
By Discretionary
Discretionary 1,164 757.2
Non-Discretionary 1,143 115.4
Total 2,307 872.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 872.7
Total 2,307 872.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001950118]
Comparable Firms State AUM ($BB)
Souders Financial Advisors LLC
OH 0.9
Hendershot Investments Inc
VA 0.9
KPP Advisory Services LLC
KY 0.9
Regency Investment Advisors Inc
CA 0.9
Ullmann Wealth Partners Group LLC
FL 0.9
Lafleur & Godfrey LLC
MI 0.9
Triad Financial Advisors Inc
NC 0.9
Wealth Dimensions Group Ltd
OH 0.9
Manchester Financial Inc
CA 0.9
Werba Rubin Papier Wealth Management LLC
CA 0.9
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