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 registered investment adviser organized as a limited liability partnership and SEC-registered since 2008. The firm acts as a capital allocator for a mix of individual, family and institutional clients and combines portfolio management with financial planning and published investment periodicals. Its business lines include insurance brokerage alongside advisory services such as financial planning and portfolio management for individuals and small businesses. Wpwealth reports multiple fee arrangements—percentage-of-AUM, hourly and fixed fees—and identifies an affiliation with accounting professionals. The firm is not an active ESG investor.
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 1Nathen McEown
Chief Growth OfficerCRD 7078907
Contacts
3 of 31Jacob 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 71Active vs passive
$630M in ETFs
2%
$12.6M
98%
$618M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $89.5M | 2,519,087 | 14.20% |
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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