WP ASSET MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$121M

Discretionary

$102M

84% of AUM

Avg account

$542K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: BEDMINSTER, New Jersey
CRD number: 279034
Registered since: May 13, 2022
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI81.71%
Other Investment Advisers10.72%
Pension & Profit Sharing Plans5.46%
Charitable Organizations2.12%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

WP Asset Management is an SEC-registered limited liability company that began registration in 2022 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and bills using a mix of percentage-of-AUM, fixed fees, and other arrangements. Its advisory scope includes direct portfolio management for individuals/small businesses and for business or institutional clients, plus the selection of third‑party advisers and managers. WP Asset Management identifies itself as a capital allocator rather than an ESG‑focused manager and is not registered as a multi‑state adviser.