Overview
Assets Under Management: $127 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 193
Discretionary Accounts: 188
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 311639
Last Filing Date: 2025-02-12 00:00:00
Website: https://thewwp.com