WP ADVISORS, LLC
SEC RegisteredPersonalized Investment Advice and Wealth Management
About the firm
Since 1999, WP Advisors has been dedicated to providing bespoke investment advice and comprehensive wealth management services for high-net-worth clients. Operating as a boutique advisory firm, WP Advisors defines wealth management as the deliberate integration of strategic investment management and holistic financial planning. In contrast to large Wall Street brokerages or online platforms, their focused approach allows them to cultivate strong client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including bespoke investment advice and comprehensive wealth management services, with diligent oversight of investment portfolios.
Who they serve
High-net-worth clients, including successful professionals, corporate executives, business owners, entrepreneurs, individuals, and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 182 | $82M |
| High Net Worth Individuals | 209 | $507M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 to $5 million | 1.00% |
| $5 million to $10 million | 0.75% |
| Over $10 million | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WP ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.