Wpwealth LLP
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 145467
- Registered since
- January 2, 2008
- Website
- www.wpwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.87%
- Pension & Profit Sharing Plans10.42%
- Individuals4.73%
- Charitable Organizations0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Wpwealth LLP is an independent SEC-registered RIA (formed 2008) that serves both individual/family and institutional clients. The firm combines portfolio management and financial planning with an insurance brokerage practice; its advisory services also include pension consulting and the publication of periodicals or newsletters. Wpwealth operates as a capital allocator and charges clients via a mix of AUM fees, hourly billing, and fixed fees. Investment policy is tilted toward public pooled vehicles rather than ESG-driven mandates — the firm is not listed as an active ESG investor. It allocates to third-party external managers when appropriate and supplements discretionary mandates with insurance solutions such as annuities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities19%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Nathen McEown
Chief Growth OfficerCRD 7078907
Contacts
3 of 31
Jacob Ayres
ManagerCRD 6742381
Jonathan Jennings
AdvisorCRD 2516361
Scott Mayfield
Tax PartnerCRD 5752692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$649M in ETFs
2%
$13.6M
97%
$636M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $94.4M | 1,826,859 | 14.54% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 640 Taylor St
- Time zone
- CT (UTC-6)
- Office locations
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