Unclaimed Profile

Michael Robert Bodwell

WPWEALTH, LLP·FORT WORTH, Texas

Series 7, Series 66Clean record19 years registeredWPWEALTH, LLP

640 TAYLOR STREET, FORT WORTH, TX 76102CRD# 5077142Firm CRD# 145467

Profile Verification

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

Identity

Michael Robert Bodwell · FORT WORTH, TX

Registration

CRD #5077142 · WPWEALTH, LLP · 19 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.

Jan 2007 – Mar 2008

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 4, 2007

Years registered · 19

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 Michael Robert Bodwell offer?

Michael Robert Bodwell specializes in Financial Planning, Investment Management.

What are Michael Robert Bodwell's credentials?

Michael Robert Bodwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Robert Bodwell located?

Michael Robert Bodwell is based in FORT WORTH, Texas, last registered with WPWEALTH, LLP.

How does Michael Robert Bodwell charge for services?

Michael Robert Bodwell'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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