Wp Advisors, LLC
● SEC registered since 2004CRD 118268SEC# 801-62924
Reg. AUM
$588.9M
Employees
4
Accounts
842
Location
—
Wp Advisors, LLC assets under management
Wp Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2004. It reports $588.9 million in regulatory assets under management and employs 4 people.
Wp Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Matthew Spangenberg Control | Managing Member | 50-75% | 1999 |
| Jennifer Johnson Cooney | Chief Compliance Officer | Under 5% | 2004 |
| Stephen Dominick Philliber Control | Managing Member | 50-75% | 1999 |
Frequently asked questions
How much does Wp Advisors, LLC manage?
Wp Advisors, LLC reports $588.9 million in regulatory assets under management on its Form ADV.
How many employees does Wp Advisors, LLC have?
Wp Advisors, LLC reports 4 employees.
Does Wp Advisors, LLC disclose fund performance?
Wp Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-777-2900 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1697796 |
| Discloses disciplinary history | No |
Regulatory AUM
$588.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$588.9Mregulatory AUM
Discretionary $576.5MNon-discretionary $12.4M