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| Happy Holidays!! thanks for using AUM13F!! |
| WPWealth LLP
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|---|---|
| CRD # | 145467 |
| SEC # | 801-68528 |
| CIK # | 0001950118 |
| AUM | $1.0 B (2025-05-21) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 817-259-9100 |
| Address | 640 Taylor Street, Suite 2200 Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 55.9 |
| (b) Individuals (high net worth individuals) | 230 | 846.8 |
| (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 | 71 | 118.1 |
| (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 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,581 | 1,029.2 |
| By Discretionary | ||
| Discretionary | 660 | 554.4 |
| Non-Discretionary | 1,921 | 474.8 |
| Total | 2,581 | 1,029.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,029.2 | |
| Total | 2,581 | 1,029.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950118] |
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