WPWEALTH LLP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.17B |
| Discretionary | $677.2M58% of AUM |
| Non-Discretionary | $490.8M |
| Client Accounts | 1,622 |
| Avg Account Size | $720K |
| Employees | 14 |
| Peak AUM | $1.17BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +13.5% | +14.4% | +10.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.17B |
| Discretionary | $677.2M |
| Employees | 14 |
| Client Accounts | 1622 |
| Client Range | 251-500 |
Contact & Location
Address
640 TAYLOR STREET, SUITE 2200
FORT WORTH TX 76102
Phone
817-259-9100
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$677M
58.0% of AUM
Non-Discretionary
$491M
42.0% of AUM
Disc. mix ▲ 4.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Insurance Company