Overview
Assets Under Management: $1.1 billion
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 296
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,939
Discretionary Accounts: 1,799
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 139237
Filing ID: 2004258
Last Filing Date: 2025-07-16 17:23:00
Website: https://wrpwealth.com