Wpwealth LLP

Registered investment adviser · Fort Worth, TX · CRD #145467

Form ADV data as of 2026-09-01

Regulatory assets

$1.17 billion

Total accounts

1,622

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com
Telephone: 817-259-9100
SEC file number: 801-68528
Most recent Form ADV filing: 2026-06-09
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$677.2 million
Non-discretionary regulatory assets under management	$490.8 million
Total regulatory assets under management	$1.17 billion
Discretionary accounts	678
Non-discretionary accounts	944
Total accounts	1,622
Regulatory assets under management attributable to non-U.S. persons	$11.1 million

People

Total employees (excluding clerical)	14
Employees performing investment advisory functions (including research)	14
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	13
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	0

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesPublication of periodicals or newsletters

Other business activities

Insurance broker or agent

Affiliated related persons

Accountant or accounting firm

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	204	$55.3 million
High net worth individuals	248	$979.5 million
Pension and profit sharing plans (not the participants or government plans)	59	$121.7 million
Charitable organizations	1	$11.5 million