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Wpwealth LLP CRD 145467
$1.17B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wpwealth Llp | Fort Worth | TX | 04/2023 | Present |
| Whitley Penn | Fort Worth | TX | 07/2021 | 04/2023 |
| Whitley Penn | Fort Worth | TX | 01/2019 | 07/2021 |
| Whitley Penn | Fort Worth | TX | 05/2018 | 08/2018 |
| Texas Wesleyan University | Fort Worth | TX | 08/2016 | 12/2018 |
| Clean Finances, Llc | Fort Worth | TX | 08/2017 | 05/2018 |
| Dana Nichols, Cpa | Boyd | TX | 01/2017 | 04/2017 |
| Archer Brothers' Tlc | Aurora | TX | 04/2011 | 12/2016 |
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