WPWEALTH LLP

CRD 145467File 801-68528

APPROVED

Retail clients

Filing as of Jun 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.17B

Above cohort median (national)

Discretionary AUM

$677.2M

Non-discretionary $490.8M

Clients

512

1,622 accounts

Employees

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: https://www.linkedin.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, 5G

Compensation

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 11

This 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.