Wealth manager, independent · Fort Worth, TX
Wpwealth LLP
SEC-registered investment adviser · CRD 145467 · SEC 801-68528
At a glance
Wpwealth LLP is an SEC-registered investment adviser based in Fort Worth, Texas, with $1.2B in regulatory assets under management as of its Form ADV filed September 18, 2026. It reports 452 individual clients, 248 of them high-net-worth, holding an average of about $2.3 million each, and 18 employees. That ranks it 938th among the nation’s 5,657 independent wealth management RIAs and 59th of 367 in Texas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 817-259-9100wpwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #938 of 5,657
- Rank among all SEC RIAs
- #4,916 of 17,210
- Rank in Texas
- #59 of 367
- Individual clients
- 452
- High-net-worth clients
- 248
- Accounts
- 1,622
- Discretionary
- 58% of AUM
- Employees
- 18
- Advisory staff
- 18
- Offices
- 9
Owners and executives on its Form ADV
- Scott A. MayfieldLimited Partner
- Matthew A. ReiterLimited Partner
- John W. VallanceLimited Partner
- Jeffry S. LawlisLimited Partner
- Toby J. CottonLimited Partner
- Rebecca J. SierpChief Compliance Officer
- Randall A. GreggLimited Partner
- Nathen J. McEownLimited Partner
- Jon P. KarpLimited Partner
- Emilia P. D'melloLimited Partner
- John G. BabbLimited Partner
- Celina CereceresLimited Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Wpwealth LLP reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 248 | $980M | 84% |
| Pension and profit sharing plans | 59 | $122M | 10% |
| Individuals | 204 | $55M | 5% |
| Charitable organizations | 1 | $11M | <1% |
Disciplinary disclosures
Wpwealth LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wpwealth.com ↗
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The full record on Wpwealth LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,127 peers of its type and size
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- Owners and executives, with titles and stakes
- 23 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Meristead Wealth, LLCWestlake | $1.3B | 975 |
| Childress Capital Advisors, LLCHouston | $1.2B | 128 |
| Autumn Lane Advisors, LLCHouston | $1.2B | 59 |
| Arkos Global Advisors, LLCHouston | $1.2B | 432 |
| Oak Harvest Investment ServicesHouston | $1.1B | 968 |
| Insight Wealth PartnersPlano | $1.1B | 959 |
Background
Questions
How much does Wpwealth LLP manage?
Wpwealth LLP reports $1.2B in regulatory assets under management across 1,622 accounts, 58% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
How many clients does Wpwealth LLP have?
It reports 452 individual clients: 248 high-net-worth individuals and 204 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Wpwealth LLP headquartered?
Its main office is in Fort Worth, Texas. It reports 9 offices in total and 18 employees, 18 of whom perform investment advisory functions.
How does Wpwealth LLP charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Wpwealth LLP use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 18, 2026, it reports these amounts held: Charles Schwab ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Wpwealth LLP a hybrid RIA with a broker-dealer?
Wpwealth LLP reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Wpwealth LLP a fiduciary?
As an SEC-registered investment adviser, Wpwealth LLP owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Wpwealth LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →