Unclaimed Profile

Mark Allen Topel

WPWEALTH LLP·FORT WORTH, Texas

Series 7, Series 66Clean record24 years registeredWPWEALTH LLP

640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 3270495Firm CRD# 145467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Allen Topel · FORT WORTH, TX

Registration

CRD #3270495 · WPWEALTH LLP · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WPWEALTH LLP

WPWEALTH LLP

Apr 2008 – Jun 2023

FORT WORTH, TX

NFP SECURITIES, INC.

Oct 2004 – Mar 2008

FORT WORTH, TX

WHITLEY PENN FINANCIAL SERVICES, LLP

Jun 2002 – Dec 2004

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 13, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WPWEALTH LLP

CRD 145467 · SEC 801-68528

AUM

$873M

Regulatory assets under management

Employees

2,307 client accounts

Services offered by WPWEALTH LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WPWEALTH LLP →

Introduction

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Frequently Asked Questions

What services does Mark Allen Topel offer?

Mark Allen Topel specializes in Financial Planning, Investment Management.

What are Mark Allen Topel's credentials?

Mark Allen Topel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Allen Topel located?

Mark Allen Topel is based in FORT WORTH, Texas, last registered with WPWEALTH LLP.

How does Mark Allen Topel charge for services?

Mark Allen Topel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WPWEALTH LLP?

WPWEALTH LLP has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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