Overview
Assets Under Management: $301 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
WPG ADVISERS, 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 #291708), WPG ADVISERS, LLC is subject to fiduciary duty under federal law.
WPG ADVISERS, LLC is headquartered in BALTIMORE, MD.
WPG ADVISERS, LLC serves 72 high-net-worth clients according to their SEC filing dated December 03, 2024. View client details ↓
According to their SEC Form ADV, WPG ADVISERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WPG ADVISERS, LLC manages $301 million in client assets according to their SEC filing dated December 03, 2024.
According to their SEC Form ADV, WPG ADVISERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,008
Discretionary Accounts: 921
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 291708
Last Filing Date: 2024-12-03 00:00:00
Website: https://wpgfinancial.com