# Wpwealth LLP

> Wpwealth LLP is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 145467
- Filed as: WPWEALTH LLP
- Also doing business as: WHITLEY PENN FINANICAL SERVICES, L.L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145467
- AdvisorCensus page: https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467

## Quick answers

**How is Wpwealth LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Wpwealth LLP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wpwealth LLP located?**
Wpwealth LLP's principal office is in Fort Worth, TX, according to its Form ADV; the October 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Wpwealth LLP registered with the SEC or a state?**
Wpwealth LLP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 145467.

**How much does Wpwealth LLP manage?**
Wpwealth LLP reports $1,167,914,964 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (58% discretionary).

**How have Wpwealth LLP's assets and staff changed since 2021?**
In the Form ADV data for Wpwealth LLP: Regulatory assets under management: $726,013,914 in the October 2021 data and $1,167,914,964 in the October 2026 data, up 61%. Total employees: 10 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wpwealth LLP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (248); individuals (other than high net worth individuals) (204); pension and profit sharing plans (but not the plan participants or government pension plans) (59).

**Which custodians does Wpwealth LLP use?**
Wpwealth LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wpwealth LLP 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/145467

**What changed in Wpwealth LLP's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 14 to 18. Added an office in Coppell, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,167,914,964
- Discretionary: $677,158,369
- Non-discretionary: $490,756,595

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $55,253,400 |
| High net worth individuals | 248 | $979,524,952 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 59 | $121,676,368 |
| Charitable organizations | 1 | $11,460,244 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2008 (18 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Coppell, TX
- Dallas, TX
- Houston, TX
- Midland, TX
- Odessa, TX
- Plano, TX
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- wpwealth.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $726,013,914 | 10 | June 17, 2021 |
| October 2022 | $914,564,129 | 12 | September 1, 2022 |
| October 2023 | $779,269,254 | 12 | September 26, 2023 |
| October 2024 | $872,673,363 | 12 | September 18, 2024 |
| October 2025 | $1,029,170,419 | 13 | May 21, 2025 |
| October 2026 | $1,167,914,964 | 18 | September 18, 2026 |

Regulatory assets under management: $726,013,914 in the October 2021 data and $1,167,914,964 in the October 2026 data, up 61%.
Total employees: 10 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 14 to 18.
- Added an office in Coppell, TX.

### April 2026
- Employees performing advisory functions went from 13 to 14.
- Regulatory assets under management went from $1,029,170,419 to $1,167,914,964 (+13%).
- Changed its office addresses in Midland, TX.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 14 to 13.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 13 to 14.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wpwealth LLP (CRD 145467): Form ADV filing data as of October 2026.