Wpwealth LLP

Wpwealth LLP (CRD# 145467) is a financial advisory firm headquartered in Fort Worth, TX. They manage $872,673,363 in 2,307 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102
http://www.wpwealth.com
By the Numbers
  • Total Assets Under Management
    873
    MILLION
  • Total Number of Accounts
    2,307
    ACCOUNTS
  • Average Account Value
    $378,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wpwealth LLP
Showing 1 - 10 of 10 top financial advisors.
1
Jonathan Jennings, financial advisor Fort Worth TX
Jonathan C. Jennings
CRD#: 2516361
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Jonathan Jennings (CRD# 2516361) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 9 years of experience in the finance industry.

2
Shane Miller, financial advisor Fort Worth TX
Shane C. Miller
CRD#: 5750662
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Shane Miller (CRD# 5750662) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 13 years of experience in the finance industry.

3
Thomas Rein, financial advisor Fort Worth TX
Thomas J. Rein
CRD#: 3268842
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Thomas Rein (CRD# 3268842) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 24 years of experience in the finance industry.

4
Rebecca Sierp, financial advisor Fort Worth TX
Rebecca J. Sierp
CRD#: 5768326
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Rebecca Sierp (CRD# 5768326) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 13 years of experience in the finance industry.

5
William Weston, financial advisor Fort Worth TX
William C. Weston
CRD#: 5985840
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

William Weston (CRD# 5985840) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 11 years of experience in the finance industry.

6
Jared Archer, financial advisor Fort Worth TX
Jared Archer
CRD#: 7852358
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Jared Archer (CRD# 7852358) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has 1 year of experience in the finance industry.

7
Jacob Ayres, financial advisor Fort Worth TX
Jacob T. Ayres
CRD#: 6742381
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Jacob Ayres (CRD# 6742381) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 6 years of experience in the finance industry.

8
Matthew Magee, financial advisor Fort Worth TX
Matthew H. Magee
CRD#: 7308130
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Matthew Magee (CRD# 7308130) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 3 years of experience in the finance industry.

9
Brandon Russ, financial advisor Fort Worth TX
Brandon Russ
CRD#: 6957457
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Brandon Russ (CRD# 6957457) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has 1 year of experience in the finance industry.

10
Zachary Van Kirk, financial advisor Fort Worth TX
Zachary A. Van Kirk
CRD#: 7257867
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102

Zachary Van Kirk (CRD# 7257867) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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