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| WPWealth LLP
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| |
|---|---|
| CRD # | 145467 |
| SEC # | 801-68528 |
| CIK # | 0001950118 |
| AUM | $872.7 MM (2024-07-29) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 817-259-9100 |
| Address | 640 Taylor Street, Suite 2200 Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Souders Financial Advisors LLC
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Werba Rubin Papier Wealth Management LLC
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