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Jack Luna

Wpwealth LLP
21 Years of Experience
Coppell, TX
1 DisclosureSells Insurance
View SEC Summary
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Jack Luna is a registered investment advisor at Wpwealth LLP, based in Coppell, TX, with 21 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 512 clients with $1.2B in assets under management.

Wpwealth LLP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $350K1.00%
$350K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.85%
$4M+0.75%

Discretionary accounts charge 1.25% under $1M and 1.0% above $1M with a $5,000 minimum annual fee and a $100 administration fee. Qualified retirement solutions charge a flat $3,500 up to $350K, then tiered from 1.0% down to 0.75% with a $3,500 minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

743 W. Main Street, Coppell, TX, 75019

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History

Regulatory History (1)
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Regulatory
February 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jack is a licensed independent insurance agent and offers insurance products to advisory clients, receiving commissions. This activity takes about 10% of his time.

Employment History
Current Registrations
Wpwealth LLP
September 2026 - Present · 1 mo
Previous Registrations
Optimus Capital Advisors, LLC
May 2014 - September 2026 · 12 yrs 4 mos
Optimus Capital Advisors, LLC
January 2011 - August 2013 · 2 yrs 7 mos
Wfg Investments, INC.Broker
November 2008 - May 2009 · 6 mos
Williams Financial Group
October 2008 - November 2008 · 1 mo
Titan Wealth Management, LLC
April 2007 - December 2009 · 2 yrs 8 mos
Morgan Stanley
August 2004 - March 2007 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 2004 - March 2007 · 2 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2003 - August 2004 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - August 2004 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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