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| WPWealth LLP
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|---|---|
| CRD # | 145467 |
| SEC # | 801-68528 |
| CIK # | 0001950118 |
| AUM | 1,167.9 M (2026-06-09) |
| Employees | 14 (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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Nvidia Corp | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 55.3 |
| (b) Individuals (high net worth individuals) | 248 | 979.5 |
| (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 | 59 | 121.7 |
| (h) Charitable organizations | 1 | 11.5 |
| (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 | 1,622 | 1,167.9 |
| By Discretionary | ||
| Discretionary | 678 | 677.2 |
| Non-Discretionary | 944 | 490.8 |
| Total | 1,622 | 1,167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.1 | |
| United States Persons | 1,156.8 | |
| Total | 1,622 | 1,167.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950118] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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OH | 1,163.8 M |
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|
KFG Wealth Management LLC
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IN | 1,152.4 M |