Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Wpwealth LLP
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
SCOTT ALAN MAYFIELDDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
MATTHEW ALOIS REITERDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
JOHN WESTLEY VALLANCEDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
JEFFRY SHANNON LAWLISDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
TOBY JAMES COTTONDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
RANDALL ALLEN GREGGDirect owner · Schedule AInterest in WPWEALTH LLP
10% to < 25%
NATHEN JAMES MCEOWNDirect owner · Schedule AInterest in WPWEALTH LLP
5% to < 10%
WHITLEY PENN, L.L.P.Direct owner · Schedule AInterest in WPWEALTH LLP
< 5%
JON PETER KARPDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
EMILIA PIRGOVA D'MELLODirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
JOHN GRIFFIN BABBDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
Celina CereceresDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
CLINTTON DANIEL CRANEDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
WILLIAM CHARLES WESTONDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
THOMAS EDWARD BYRDDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
GARY ALAN SCARBOROUGHDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
Brandi Michelle FletcherDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
Justin Wayne RobertsDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
JOSEPH LAVISDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
BRIAN STARRDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
Justin Ray BlokDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
BRETT MURPHYDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
BRYAN ROQUEMORE MCCLUNEDirect owner · Schedule AInterest in WPWEALTH LLP
< 5%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Wpwealth LLP.
No indirect ownership information reported in the source’s Schedule B.
Reported ownership and control details
Form ADV · Filing date 2026-09-18 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | WHITLEY PENN, L.L.P.GENERAL PARTNERDomestic entity | WPWEALTH LLP | Less than 5%Code NA | Yes | GENERAL PARTNER01/2006 | Schedule APDF page 23 |
| 2 | SCOTT ALAN MAYFIELDLIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER01/2009 | Schedule APDF page 23 |
| 3 | MATTHEW ALOIS REITERLIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER01/2010 | Schedule APDF page 24 |
| 4 | JOHN WESTLEY VALLANCELIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER01/2011 | Schedule APDF page 24 |
| 5 | JEFFRY SHANNON LAWLISLIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER01/2011 | Schedule APDF page 24 |
| 6 | TOBY JAMES COTTONLIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER12/2013 | Schedule APDF page 24 |
| 7 | REBECCA JANINE SIERPCHIEF COMPLIANCE OFFICERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER10/2014 | Schedule APDF page 24 |
| 8 | RANDALL ALLEN GREGGLIMITED PARTNERIndividual | WPWEALTH LLP | 10% to less than 25%Code B | No | LIMITED PARTNER12/2015 | Schedule APDF page 24 |
| 9 | NATHEN JAMES MCEOWNLIMITED PARTNERIndividual | WPWEALTH LLP | 5% to less than 10%Code A | No | LIMITED PARTNER01/2018 | Schedule APDF page 24 |
| 10 | JON PETER KARPLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2018 | Schedule APDF page 24 |
| 11 | EMILIA PIRGOVA D'MELLOLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2020 | Schedule APDF page 24 |
| 12 | JOHN GRIFFIN BABBLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2022 | Schedule APDF page 24 |
| 13 | Celina CereceresLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2022 | Schedule APDF page 24 |
| 14 | CLINTTON DANIEL CRANELIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2022 | Schedule APDF page 24 |
| 15 | WILLIAM CHARLES WESTONLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2023 | Schedule APDF page 24 |
| 16 | THOMAS EDWARD BYRDLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2023 | Schedule APDF page 24 |
| 17 | GARY ALAN SCARBOROUGHLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2023 | Schedule APDF page 24 |
| 18 | Brandi Michelle FletcherLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2024 | Schedule APDF page 24 |
| 19 | Justin Wayne RobertsLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2024 | Schedule APDF page 24 |
| 20 | JOSEPH LAVISLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2025 | Schedule APDF page 24 |
| 21 | BRIAN STARRLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2025 | Schedule APDF page 24 |
| 22 | Justin Ray BlokLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2026 | Schedule APDF page 24 |
| 23 | BRETT MURPHYLIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2026 | Schedule APDF page 24 |
| 24 | BRYAN ROQUEMORE MCCLUNELIMITED PARTNERIndividual | WPWEALTH LLP | Less than 5%Code NA | No | LIMITED PARTNER01/2026 | Schedule APDF page 24 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/18/2026 4:37:23 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.