Wpwealth LLP
Assets Under Management
$1.0B
Number of Clients
507
Number of Advisors
13
Average Client AUM
$2.0M
AUM per Advisor
$79.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WPWealth offers investment advice and portfolio management on a continuing basis, allocating assets among various investment types to meet client objectives. Services include discretionary and non-discretionary management. They also provide comprehensive financial planning services, evaluating a client’s current and future financial state.
Fee Structure
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Location
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102
