Unclaimed Profile

Thomas Jeffrey Rein

WPWEALTH LLP·FORT WORTH, Texas

Series 7, Series 66Clean record24 years registeredWPWEALTH LLP

640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 3268842Firm CRD# 145467

Profile Verification

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

Identity

Thomas Jeffrey Rein · FORT WORTH, TX

Registration

CRD #3268842 · 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 – Jul 2024

FORT WORTH, TX

NFP SECURITIES, INC.

Oct 2004 – Mar 2008

FORT WORTH, TX

WHITLEY PENN FINANCIAL SERVICES, LLP

Mar 2002 – Dec 2004

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 28, 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 Thomas Jeffrey Rein offer?

Thomas Jeffrey Rein specializes in Financial Planning, Investment Management.

What are Thomas Jeffrey Rein's credentials?

Thomas Jeffrey Rein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Jeffrey Rein located?

Thomas Jeffrey Rein is based in FORT WORTH, Texas, last registered with WPWEALTH LLP.

How does Thomas Jeffrey Rein charge for services?

Thomas Jeffrey Rein'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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