WP ADVISORS, LLC
CRD #118268 SEC #801-62924 SAN FRANCISCO, CA 415-777-2900
SEC Registered
Total AUM
$505.7M
Discretionary
$495M
Employees
4
Clients
101
Accounts
877
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $505.7M | $495M | $10.7M | 4 | 0 |
| Feb 2024 | $431.2M | $422.1M | $9.1M | 4 | 0 |
| Mar 2023 | $338.9M | $331.1M | $7.8M | 4 | 0 |
| Mar 2022 | $388M | $381M | $7.1M | 4 | 0 |
| Jan 2022 | $329.9M | $316.8M | $13.1M | 4 | 0 |
| Mar 2021 | $329.9M | $316.8M | $13.1M | 4 | 0 |
| Oct 2020 | $265.4M | $252M | $13.4M | 4 | 0 |
| Jun 2020 | $265.4M | $252M | $13.4M | 4 | 0 |
| Feb 2020 | $265.4M | $252M | $13.4M | 4 | 0 |
| Jan 2020 | $265.4M | $252M | $13.4M | 4 | 0 |
| Mar 2019 | $230.1M | $219.2M | $10.9M | 4 | 0 |
| Oct 2018 | $247.4M | $236M | $11.4M | 4 | 0 |
| Sep 2018 | $247.4M | $236M | $11.4M | 4 | 0 |
| Mar 2018 | $247.4M | $236M | $11.4M | 4 | 0 |
| Mar 2017 | $228.5M | $215.3M | $13.2M | 4 | 362 |
| Nov 2016 | $216.1M | $198.8M | $17.3M | 5 | 371 |
| Feb 2016 | $216.1M | $198.8M | $17.3M | 5 | 371 |
| Feb 2015 | $204.5M | $185.6M | $18.9M | 5 | 347 |
| Nov 2014 | $176.8M | $159.2M | $17.6M | 5 | 300 |
| Mar 2014 | $176.8M | $159.2M | $17.6M | 5 | 300 |
| Mar 2014 | $176.8M | $159.2M | $17.6M | 5 | 300 |
| Mar 2014 | $176.8M | $159.2M | $17.6M | 5 | 300 |
| Jun 2013 | $145.6M | $129.8M | $15.7M | 4 | 200 |
| Jun 2013 | $145.6M | $129.8M | $15.7M | 4 | 200 |
| Mar 2013 | $145.6M | $129.8M | $15.7M | 4 | 200 |
| Mar 2012 | $119.1M | $103.6M | $15.5M | 1 | 200 |
| Jan 2012 | $118.7M | $103.2M | $15.5M | 1 | 200 |
| Mar 2011 | $115.7M | $97.8M | $17.9M | 5 | -- |
| Mar 2009 | $70.7M | $58.8M | $12M | 5 | -- |
| Mar 2008 | $103.3M | $84.1M | $19.2M | 5 | -- |
| Oct 2007 | $94.8M | $81.5M | $13.3M | 5 | -- |
| Mar 2007 | $94.8M | $81.5M | $13.3M | 5 | -- |
| Mar 2006 | $72.9M | $60M | $13M | 5 | -- |
| Apr 2004 | $42.4M | $34.7M | $7.7M | 5 | -- |
DateFeb 2025
Total AUM$505.7M
Discretionary$495M
Non-Disc.$10.7M
Employees4
Clients0
DateFeb 2024
Total AUM$431.2M
Discretionary$422.1M
Non-Disc.$9.1M
Employees4
Clients0
DateMar 2023
Total AUM$338.9M
Discretionary$331.1M
Non-Disc.$7.8M
Employees4
Clients0
DateMar 2022
Total AUM$388M
Discretionary$381M
Non-Disc.$7.1M
Employees4
Clients0
DateJan 2022
Total AUM$329.9M
Discretionary$316.8M
Non-Disc.$13.1M
Employees4
Clients0
DateMar 2021
Total AUM$329.9M
Discretionary$316.8M
Non-Disc.$13.1M
Employees4
Clients0
DateOct 2020
Total AUM$265.4M
Discretionary$252M
Non-Disc.$13.4M
Employees4
Clients0
DateJun 2020
Total AUM$265.4M
Discretionary$252M
Non-Disc.$13.4M
Employees4
Clients0
DateFeb 2020
Total AUM$265.4M
Discretionary$252M
Non-Disc.$13.4M
Employees4
Clients0
DateJan 2020
Total AUM$265.4M
Discretionary$252M
Non-Disc.$13.4M
Employees4
Clients0
DateMar 2019
Total AUM$230.1M
Discretionary$219.2M
Non-Disc.$10.9M
Employees4
Clients0
DateOct 2018
Total AUM$247.4M
Discretionary$236M
Non-Disc.$11.4M
Employees4
Clients0
DateSep 2018
Total AUM$247.4M
Discretionary$236M
Non-Disc.$11.4M
Employees4
Clients0
DateMar 2018
Total AUM$247.4M
Discretionary$236M
Non-Disc.$11.4M
Employees4
Clients0
DateMar 2017
Total AUM$228.5M
Discretionary$215.3M
Non-Disc.$13.2M
Employees4
Clients362
DateNov 2016
Total AUM$216.1M
Discretionary$198.8M
Non-Disc.$17.3M
Employees5
Clients371
DateFeb 2016
Total AUM$216.1M
Discretionary$198.8M
Non-Disc.$17.3M
Employees5
Clients371
DateFeb 2015
Total AUM$204.5M
Discretionary$185.6M
Non-Disc.$18.9M
Employees5
Clients347
DateNov 2014
Total AUM$176.8M
Discretionary$159.2M
Non-Disc.$17.6M
Employees5
Clients300
DateMar 2014
Total AUM$176.8M
Discretionary$159.2M
Non-Disc.$17.6M
Employees5
Clients300
DateMar 2014
Total AUM$176.8M
Discretionary$159.2M
Non-Disc.$17.6M
Employees5
Clients300
DateMar 2014
Total AUM$176.8M
Discretionary$159.2M
Non-Disc.$17.6M
Employees5
Clients300
DateJun 2013
Total AUM$145.6M
Discretionary$129.8M
Non-Disc.$15.7M
Employees4
Clients200
DateJun 2013
Total AUM$145.6M
Discretionary$129.8M
Non-Disc.$15.7M
Employees4
Clients200
DateMar 2013
Total AUM$145.6M
Discretionary$129.8M
Non-Disc.$15.7M
Employees4
Clients200
DateMar 2012
Total AUM$119.1M
Discretionary$103.6M
Non-Disc.$15.5M
Employees1
Clients200
DateJan 2012
Total AUM$118.7M
Discretionary$103.2M
Non-Disc.$15.5M
Employees1
Clients200
DateMar 2011
Total AUM$115.7M
Discretionary$97.8M
Non-Disc.$17.9M
Employees5
Clients--
DateMar 2009
Total AUM$70.7M
Discretionary$58.8M
Non-Disc.$12M
Employees5
Clients--
DateMar 2008
Total AUM$103.3M
Discretionary$84.1M
Non-Disc.$19.2M
Employees5
Clients--
DateOct 2007
Total AUM$94.8M
Discretionary$81.5M
Non-Disc.$13.3M
Employees5
Clients--
DateMar 2007
Total AUM$94.8M
Discretionary$81.5M
Non-Disc.$13.3M
Employees5
Clients--
DateMar 2006
Total AUM$72.9M
Discretionary$60M
Non-Disc.$13M
Employees5
Clients--
DateApr 2004
Total AUM$42.4M
Discretionary$34.7M
Non-Disc.$7.7M
Employees5
Clients--