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Limited Partner · Wpwealth LLP

Toby J. Cotton

CRD 6309782 · Named on Form ADV at one SEC-registered adviser

At a glance

Wpwealth LLP, an SEC-registered wealth manager based in Fort Worth, TX with $1.2 billion in regulatory assets, lists Toby J. Cotton on its Form ADV as Limited Partner.

Firms and roles

  • Wpwealth LLPLimited PartnerWealth manager · Fort Worth, TX · $1.2B in regulatory assets

AtlasMembers

Toby’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (22)

17 more people named with Toby on the same filings, with titles and firms. Free in Atlas with a free account.

See all 22 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Toby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.