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WP ADVISORS, LLC
WP ADVISORS, LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 118268
SEC# 801-62924
2
415-777-2900
01
Firm Overview
AUM
$431M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WP ADVISORS, LLC
3 registered advisors
Anthony Matthew Spangenberg
SAN FRANCISCO, California
CRD# 2131673
Jennifer Johnson Cooney
SAN FRANCISCO, California
CRD# 4923160
Stephen Dominick Philliber
SAN FRANCISCO, California
CRD# 2518605
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. WP ADVISORS, LLC (CRD# 118268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.