WPWEALTH LLP

FORT WORTH, Texas·13 registered advisors·CRD# 145467
SEC# 801-685286817-259-9100
01

Firm Overview

AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WPWEALTH LLP

13 registered advisors
David Louis Neal
FORT WORTH, Texas
Felix Joseph Lozano
FORT WORTH, Texas
James Charles Penn
FORT WORTH, Texas
John Alan White
FORT WORTH, Texas
Kevin James Schillo
FORT WORTH, Texas
Larry Gene Autrey
FORT WORTH, Texas
Mark Allen Topel
FORT WORTH, Texas
Matthew Alois Reiter
FORT WORTH, Texas
Michael Robert Bodwell
FORT WORTH, Texas
Rebecca Janine Sierp
FORT WORTH, Texas
Shane Christopher Miller
FORT WORTH, Texas
Thomas Jeffrey Rein
FORT WORTH, Texas
William Charles Weston
FORT WORTH, Texas
CFP
05

Office Locations

FORT WORTH, Texas
13 advisors

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Data sourced from SEC Form ADV filings. WPWEALTH LLP (CRD# 145467) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.