Overview
Assets Under Management: $506 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 223
Average Client Assets: $2 million
Frequently Asked Questions
WP ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118268), WP ADVISORS, LLC is subject to fiduciary duty under federal law.
WP ADVISORS, LLC is headquartered in SAN FRANCISCO, CA.
WP ADVISORS, LLC serves 223 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, WP ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WP ADVISORS, LLC manages $506 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, WP ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 223
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 877
Discretionary Accounts: 858
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 118268
Last Filing Date: 2025-02-25 00:00:00
Website: https://wpadvisorsllc.com