AdFi
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Zachary Amos Van Kirk

Investment Adviser Representative at Wpwealth LLP

Fort Worth, TXCRD #7257867Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Amos Van Kirk is an investment adviser representative with Wpwealth LLP in Fort Worth, TX, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

640 Taylor Street, Suite 2200, Suite 2200
Fort Worth, TX 76102

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/13/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wpwealth LLPCurrent
7/13/2022 – Fort Worth, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wpwealth LLP
    Jun 2021 – no end date reportedFort Worth, TX
  2. Northwestern Mutual
    Jun 2020 – Jun 2021Frisco, TX
  3. Texas TECH University
    Apr 2020 – Jun 2020Lubbock, TX
  4. Hayashi
    Jan 2020 – Apr 2020Lubbock, TX
  5. 4ore GOLF
    Apr 2019 – Jan 2020Lubbock, TX
  6. Texas TECH University
    Aug 2018 – Apr 2019Lubbock, TX
  7. SISD
    May 2018 – Aug 2018Sherman, TX
  8. Texas TECH University
    Jun 2017 – May 2018Lubbock, TX
  9. North RIG Grill
    Jun 2016 – Jun 2017Denison, TX
  10. Lecrone LAW FIRM
    Jun 2015 – Jun 2020Sherman, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wpwealth LLP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Discretionary - Under $1 Million1.25%
  • Discretionary - $1 Million and above1.00%
  • Qualified Retirement - $0 to $350,0001.00%
  • Qualified Retirement - $350,001 to $2,000,0001.00%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
7
Main office:
Fort Worth, TX
SEC file number:
801-68528

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 18, 2026

View full firm profile

Other advisors at Wpwealth LLP

11 other advisors in the directory

View Wpwealth LLP firm profile

Similar advisors in Fort Worth, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Amos Van Kirk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Zachary Amos Van Kirk (Wpwealth) - Fees & Credentials