WPWEALTH LLP - Financial Advisor in Texas, Fort Worth

Tel: 817-259-9100 640 Taylor Street, Suite 2200 Suite 2200 Fort Worth, Texas 76102

About WPWEALTH LLP

WPWEALTH LLP is a Fort Worth, Texas based financial advisory firm with nearly $872,673,363 in assets under management and provides investment advisory services for 2307 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

145467

Firm SEC#:

801-68528

Assets Under Management:

$872,673,363

No. of Clients:

2307

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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158

1036

$141,927,200,000

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801-72941

102

361

$112,362,200,000

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115

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101

$30,485,271,519

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