Wpwealth Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.2B in regulatory assets under management, 14 employees, 7 offices, and 1,622 accounts.
Assets Under Management
$1.2B
Employees
14
Offices
7 offices
Total Clients
512
Primary office
FORT WORTH, TX
640 TAYLOR STREET, SUITE 2200, SUITE 2200, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
248
2
Individuals
39.8%
204
3
Pension Plans
11.5%
59
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary58.0%
$677M
58% of total RAUM58.0%
Non-discretionary42.0%
$491M
42% of total RAUM42.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,622
10Y AUM Change+$772M (+195.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee37:1
10Y Employee Change+8 (+133.3%)
* 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.