WPWEALTH LLP

FORT WORTH, Texas·29 registered advisors·CRD# 145467
SEC# 801-685286817-259-9100
01

Firm Overview

AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
29
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

29 registered advisors
Brandi Michelle Fletcher
FORT WORTH, Texas
Cecil Wayne Jones
FORT WORTH, Texas
Celina Cereceres
FORT WORTH, Texas
Clintton Daniel Crane
FORT WORTH, Texas
David Louis Neal
FORT WORTH, Texas
Emilia Pirgova D'mello
FORT WORTH, Texas
Felix Joseph Lozano
FORT WORTH, Texas
Gary Alan Scarborough
FORT WORTH, Texas
James Charles Penn
FORT WORTH, Texas
Jeffry Shannon Lawlis
FORT WORTH, Texas
John Alan White
FORT WORTH, Texas
John Griffin Babb
FORT WORTH, Texas
John Westley Vallance
FORT WORTH, Texas
Jon Peter Karp
FORT WORTH, Texas
Justin Wayne Roberts
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
Nathen James Mceown
FORT WORTH, Texas
Randall Allen Gregg
FORT WORTH, Texas
Rebecca Janine Sierp
FORT WORTH, Texas
Scott Alan Mayfield
FORT WORTH, Texas
Shane Christopher Miller
FORT WORTH, Texas
Thomas Edward Byrd
FORT WORTH, Texas
Thomas Jeffrey Rein
FORT WORTH, Texas
Toby James Cotton
FORT WORTH, Texas
William Charles Weston
FORT WORTH, Texas
05

Office Locations

FORT WORTH, Texas
29 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.