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WP ADVISORS, LLC
CRD 118268File 801-62924
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$588.9M
Above cohort median (national)
Discretionary AUM
$576.5M
Non-discretionary $12.4M
Clients
391
842 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 9, 2004
- Principal office
- Not reported
- Phone
- 415-777-2900
- Website
- HTTP://WWW.WPADVISORSLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $588.9M
- Discretionary AUM
- $576.5M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 823
- Non-discretionary accounts
- 19
- Total accounts
- 842
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 209 | $507.2M |
| Individuals (other than high net worth individuals) | 182 | $81.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.