AdvisorCensus / Financial advisors / New York / New York / WP Asset Management
WP Asset Management
Filed as WP ASSET MANAGEMENT · Legal name Wealth Planning Asset Management Limited Liability Company
WP Asset Management is an SEC-registered investment advisory firm in Bedminster, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.
Quick answers
From the filingHow is WP Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), WP Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is WP Asset Management located?
WP Asset Management's principal office is in Bedminster, NJ, according to its Form ADV.
Is WP Asset Management registered with the SEC or a state?
WP Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 279034.
How much does WP Asset Management manage?
WP Asset Management reports $121,304,027 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (84% discretionary).
How have WP Asset Management's assets and staff changed since 2022?
In the Form ADV data for WP Asset Management: Regulatory assets under management: $137,318,701 in the October 2022 data and $121,304,027 in the October 2026 data, down 12%. Total employees: 1 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does WP Asset Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (177); pension and profit sharing plans (but not the plan participants or government pension plans) (17); charitable organizations (15).
Does WP Asset Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/279034
Does WP Asset Management state an account minimum?
Its Form ADV Part 2A brochure dated June 3, 2026 says: "There is no account minimum."
What changed in WP Asset Management's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no account minimum.
As stated in the firm's Form ADV Part 2A brochure dated June 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$121,304,027 as of October 2026, filing dated September 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Wealth Planning Asset Management Limited Liability Company
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $121,304,027 | 4 | September 1, 2026 |
| October 2025 | $115,324,452 | 2 | May 15, 2025 |
| October 2024 | $143,312,915 | 1 | March 29, 2024 |
| October 2023 | $111,234,054 | 1 | March 31, 2023 |
| October 2022 | $137,318,701 | 1 | August 18, 2022 |
Regulatory assets under management: $137,318,701 in the October 2022 data and $121,304,027 in the October 2026 data, down 12%.
Total employees: 1 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 3 to 4.
- December 2025
- Employees performing advisory functions went from 2 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. WP Asset Management (CRD 279034): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wp-asset-management-bedminster-nj-279034