Whvp is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $235M in regulatory assets under management, 6 employees, and 130 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
96
2
HNWI
25.4%
33
3
Insurance Cos.
0.8%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 30, 2026
Discretionary60.9%
$143M
61% of total RAUM60.9%
Non-discretionary39.1%
$92M
39% of total RAUM39.1%
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.
Total AUM$235M
Total Accounts130
10Y AUM Change+$128M (+118.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* 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.