WPWealth is an investment advisor in Fort Worth with $779.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752852951
SEC advisor number
801-68528
FINRA CRD number
145467
AUM ?
$872.67 mm
(as of 5 Apr 24)
Accounts
2,307
(as of 5 Apr 24)
Employees
12
(12 investment advisory or research)
Brochures
- Adv Part II 9.1.2022 (18 Oct 22)
- Form Adv Part 2A Brochure - 2022 (1 Sep 22)
- Adv Part 2A 05.28.2020 (18 Mar 22)
- Adv Part 2A 3.24.2021 (18 Mar 22)
- Adv Part 2A 11.30.2021 (18 Mar 22)
- Adv Part 2A 03.10.2020 (18 Mar 22)
- Adv Part II 8.28.2019 (18 Mar 22)
- Form Adv Part 2A Brochure 2019 (18 Mar 22)
- Adv Part 2A Amended 06.15.2020 (18 Mar 22)
- Adv Part II 9.1.2022 (18 Oct 22)
- Form Adv Part 2A Brochure - 2022 (1 Sep 22)
- Adv Part 2A 05.28.2020 (18 Mar 22)
- Adv Part 2A 3.24.2021 (18 Mar 22)
- Adv Part 2A 11.30.2021 (18 Mar 22)
- Adv Part 2A 03.10.2020 (18 Mar 22)
- Adv Part II 8.28.2019 (18 Mar 22)
- Form Adv Part 2A Brochure 2019 (18 Mar 22)
- Adv Part 2A Amended 06.15.2020 (18 Mar 22)
- Adv Part II - 03.24.2023 (28 Mar 23)
- Adv Part II - 03.28.2023 (28 Mar 23)
- Adv Part II 10.18.2022 (24 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23