Wp Asset Management's Form ADV discloses 2.50% on the first $10 million, 2.00% on the next $15 million, and 1.50% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #279034), Wp Asset Management is subject to fiduciary duty under federal law.
Wp Asset Management is headquartered in BEDMINSTER, NJ.
Wp Asset Management serves 177 high-net-worth clients according to their SEC filing dated September 1, 2026. View client details ↓
According to their SEC Form ADV, Wp Asset Management offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Wp Asset Management manages $121 million in client assets according to their SEC filing dated September 1, 2026.
According to their SEC Form ADV, Wp Asset Management serves high-net-worth individuals and institutional clients. View client details ↓