William Charles Weston

Employer firm

Wpwealth LLP CRD 145467

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2016
  Adp Broker Dealer Inc
  Dallas, TX
• 08/2016 → 12/2016
  Adp Llc
  Dallas, TX
• 01/2017 → 11/2018
  Whitley Penn Financial
  Fort Worth, TX
• 11/2018 → Present
  Wpwealth Llp
  Fort Worth, TX

Previous Registrations

• 2013-03-12 → 2016-08-24
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-03-11

Designations

• Certified Financial Planner

Other Names

• Bill Weston
• Billy Weston