Wp Asset Management

Wp Asset Management (CRD# 279034) is a financial advisory firm headquartered in Bedminster, NJ. They manage $143,312,915 in 366 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
302 Us-202, Bedminster, NJ 07921
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $391,565
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ, TX, WA

Financial Advisors at Wp Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Vishal Muni, financial advisor Bedminster NJ
Vishal P. Muni
CRD#: 5785802
302 Us-202, Bedminster, NJ 07921

Vishal Muni (CRD# 5785802) is an Investment Advisor Representative working at Wp Asset Management in Bedminster, NJ and has over 13 years 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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