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Chad Wesley Holmes

Wpwealth LLP

Fort Worth, TX

Fairhope, AL

Formula Wealth

Fairhope, AL

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Current Employers
Wpwealth Llp

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-21
  • TX RA
    APPROVED
    Since 2025-09-21

Branch Locations

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States

Fairhope, AL • United States

Formula Wealth

Fairhope, AL • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-08-20
TN RA APPROVED 2021-03-08
TX RA APPROVED_RES 2021-01-21
  • AL RA
    APPROVED
    Since 2021-08-20
  • TN RA
    APPROVED
    Since 2021-03-08
  • TX RA
    APPROVED_RES
    Since 2021-01-21

Branch Locations

Fairhope, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitley Penn Financial Fort Worth TX 03/2016 06/2020
Formula Wealth Columbus OH 02/2020 06/2021
Formula Wealth Montgomery AL 07/2021 06/2024
Formula Wealth Fairhope AL 06/2024 Present
Wpwealth Llp Fort Worth TX 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-22
  • S65 Uniform Investment Adviser Law Examination
    2016-05-22
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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