Wp Asset Management
Wp Asset Management (CRD# 279034) is a financial advisory firm headquartered in Bedminster, NJ. They manage $14,848,017 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$412,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Vishal Muni (CRD# 5785802) is an Investment Advisor Representative working at Wp Asset Management in Bedminster, NJ and has over 7 years of experience in the finance industry.