Woot Alfred Dougherty

CFP

Wpwealth LLP

25 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Wpwealth LLP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

507 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$1.0B

Fee Structure

Minimum Annual Fee:$5,000

Location

640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wpwealth LLP

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Dougherty Wealth Management

May 2009 - September 2024 · 15 yrs 4 mos

LPL Financial Corporation

April 2005 - May 2009 · 4 yrs 1 mo

Wells Fargo Investments, LLC

October 2002 - April 2005 · 2 yrs 6 mos

Merrill Lynch Pierce Fenner & Smith INC.

January 2000 - October 2002 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.