Investment adviser representative · Wpwealth LLP
Chad W. Holmes
CRD 6637156 · Fort Worth, TX
At a glance
Chad W. Holmes is an investment adviser representative with Wpwealth LLP in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chad’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Wpwealth LLPSince September 2025Fort Worth, TX · $1.2B in regulatory assets
- Formula WealthSince January 2021Fairhope, AL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Jack W. LunaFort Worth
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