Wwk Wealth Advisors

Wwk Wealth Advisors (CRD# 146832) is a financial advisory firm headquartered in Fort Worth, TX. They manage $166,017,844 in 854 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $194,400
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, OK, TX

Financial Advisors at Wwk Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
William E. Fairley
CRD#: 5461246
512 Main Street, Suite 204, Fort Worth, TX 76102
93
Wealthminder
score

William Fairley (CRD# 5461246) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 8 years of experience in the finance industry.

2
Lorna L. Kuether-Alvey
CRD#: 2549721
512 Main Street, Suite 204, Fort Worth, TX 76102
93
Wealthminder
score

Lorna Kuether-Alvey (CRD# 2549721) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 17 years of experience in the finance industry.

3
Derek J. Moffatt
CRD#: 4911240
512 Main Street, Suite 204, Fort Worth, TX 76102
93
Wealthminder
score

Derek Moffatt (CRD# 4911240) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 11 years of experience in the finance industry.

4
Philip E. Wetzel, Jr.
CRD#: 4141560
512 Main Street, Suite 204, Fort Worth, TX 76102
93
Wealthminder
score

Philip Wetzel, Jr. (CRD# 4141560) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 16 years of experience in the finance industry.

5
Ashley L. Hodge
CRD#: 2446988
Hurst, TX
86
Wealthminder
score

Ashley Hodge (CRD# 2446988) is an Investment Advisor Representative working at Wwk Wealth Advisors in Hurst, TX and has over 22 years of experience in the finance industry. Ashley Hodge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Philip E. Aldridge
CRD#: 4948294
512 Main Street, Suite 204, Fort Worth, TX 76102
81
Wealthminder
score

Philip Aldridge (CRD# 4948294) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 11 years of experience in the finance industry.

7
Sean P. Weaver
CRD#: 4796739
512 Main Street, Suite 204, Fort Worth, TX 76102
76
Wealthminder
score

Sean Weaver (CRD# 4796739) is an Investment Advisor Representative working at Wwk Wealth Advisors in Fort Worth, TX and has over 12 years of experience in the finance industry. Sean Weaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Van A. Freeman
CRD#: 4476609
1717mckinney Ave., #700, Dallas, TX 75202
68
Wealthminder
score

Van Freeman (CRD# 4476609) is an Investment Advisor Representative working at Wwk Wealth Advisors in Dallas, TX and has over 4 years of experience in the finance industry.

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