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WPWEALTH LLP
CRD 145467File 801-68528
APPROVED
Retail clients
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$677.2M
Non-discretionary $490.8M
Clients
512
1,622 accounts
Employees
18
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 2, 2008
- Principal office
- 640 TAYLOR STREET, SUITE 2200, SUITE 2200, FORT WORTH, TX, 76102
- Phone
- 817-259-9100
- Website
- HTTP://www.wpwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $677.2M
- Non-discretionary AUM
- $490.8M
- Discretionary accounts
- 678
- Non-discretionary accounts
- 944
- Total accounts
- 1,622
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $11.5M |
| High net worth individuals | 248 | $979.5M |
| Pension and profit sharing plans | 59 | $121.7M |
| Individuals (other than high net worth individuals) | 204 | $55.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 507 | 512 | increased by5 |
| Apr 1, 2026 | AUM | $1,029,170,419 | $1,167,914,964 | increased by$138,744,545 |
| Apr 1, 2026 | Accounts | 2,581 | 1,622 | decreased by959 |
| Feb 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 437 | 507 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $914,564,129 | $1,029,170,419 | increased by$114,606,290 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,262 | 2,581 | increased by319 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 405 | 437 | increased by32 |
| Apr 1, 2022 | AUM | $726,013,914 | $914,564,129 | increased by$188,550,215 |
| Apr 1, 2022 | Accounts | 1,901 | 2,262 | increased by361 |
| Jul 1, 2021 | Employees | 9 | 10 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WPWEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WPWEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.