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Wpwealth LLP

● SEC registered since 2008CRD 145467SEC# 801-68528Fort Worth, TX
Export (members)
Reg. AUM
$1.17B
Employees
14
Accounts
1,622
Location
Fort Worth, TX

Wpwealth LLP assets under management

Wpwealth LLP is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2008. It reports $1.2 billion in regulatory assets under management and employs 14 people.

Wpwealth LLP owners & executives

24 reported
NameTitleOwnershipSince
Brandi Michelle FletcherLimited PartnerUnder 5%2024
Brett MurphyLimited PartnerUnder 5%2026
Brian StarrLimited PartnerUnder 5%2025
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Frequently asked questions

How much does Wpwealth LLP manage?

Wpwealth LLP reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Wpwealth LLP have?

Wpwealth LLP reports 14 employees.

Where is Wpwealth LLP located?

Wpwealth LLP is based in Fort Worth, TX and has been SEC-registered since 2008.

Does Wpwealth LLP disclose fund performance?

Wpwealth LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102
Phone817-259-9100
Fax8179777095
Office hours8:00 - 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.17B▲ 13%
Mar '25 — $1.03BApr '25 — $1.03BMay '25 — $1.03BJun '25 — $1.03BJul '25 — $1.03BAug '25 — $1.03BSep '25 — $1.03BOct '25 — $1.03BNov '25 — $1.03BDec '25 — $1.03BJan '26 — $1.03BFeb '26 — $1.03BMar '26 — $1.17BApr '26 — $1.17BMay '26 — $1.17BJun '26 — $1.17B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$1.17Bregulatory AUM
Discretionary $677.2MNon-discretionary $490.8M