Unclaimed Profile

Shane Christopher Miller

WPWEALTH LLP·FORT WORTH, Texas

Series 7, Series 63, Series 65Clean record15 years registeredWPWEALTH LLP

640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 5750662Firm CRD# 145467

Profile Verification

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

Identity

Shane Christopher Miller · FORT WORTH, TX

Registration

CRD #5750662 · WPWEALTH LLP · 15 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Apr 2026 – present

WPWEALTH LLP

Nov 2013 – Jan 2026

FORT WORTH, TX

MILESTONE WEALTH STRATEGIES

Jul 2012 – Jun 2013

PLANO, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2011 – Jun 2012

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 4, 2011

Years registered · 15

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 Shane Christopher Miller offer?

Shane Christopher Miller specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Shane Christopher Miller's credentials?

Shane Christopher Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Christopher Miller located?

Shane Christopher Miller is based in FORT WORTH, Texas, working with WPWEALTH LLP. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Shane Christopher Miller charge for services?

Shane Christopher Miller'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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