WP Advisors, LLC

RIASEC Registered
Total AUM
$589M
Discretionary
$576M
98% of AUM
Avg account
$699K
Accounts
842
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
118268
Registered since
April 9, 2004
Website
wpadvisorsllc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.13%
  • Individuals13.87%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

WP Advisors, LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client focus on individual and family households rather than institutional mandates. WP Advisors is registered with the SEC; its registration dates to 2004. The firm identifies equities as its primary preference and does not present itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 13%, Investment Grade Corp Bonds 7%, US Government Bonds 2%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents13%
  • Investment Grade Corp Bonds7%
  • US Government Bonds2%

Contacts

3 of 3
  • Anthony Spangenberg

    Anthony Spangenberg

    Co-FounderCRD 2131673

  • Stephen Philliber

    Stephen Philliber

    Co-FounderCRD 2518605

  • Jennifer Cooney

    Jennifer Cooney

    CCOCRD 4923160

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$132M in ETFs

Passive

99%

$131M

Active

0%

$794K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR SMALL-CAP INDEX FUND (VB)VanguardPassiveSmall Blend$34.6M121,55126.15%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth