WP Advisors, LLC

Overview

WP Advisors, LLC is an independent registered investment adviser formed in 2004 and organized as an LLC. The firm focuses on fee-based wealth management for individuals and families, delivering financial planning and portfolio management services for individual and small-business clients. Its business model is percentage-of-AUM fees and it operates under individual ownership rather than as part of a larger wirehouse, RIA platform, or capital allocator. The firm does not identify as an ESG investor, is not registered as a multi-state adviser in the snapshot data, and does not list pension consulting or related-adviser activities. WP Advisors positions itself toward traditional wealth-management relationships rather than institutional or pension mandates. Advisory activity centers on ongoing portfolio management combined with planning, suggesting a client-facing model that emphasizes discretionary investment authority (see Assets & Accounts below).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices