WPWEALTH LLP
CRD #145467 SEC #801-68528 FORT WORTH, TX 817-259-9100
SEC Registered
Total AUM
$1B
Discretionary
$554.4M
Employees
14
Clients
251
Accounts
2,581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1B | $554.4M | $474.8M | 14 | 0 |
| Sep 2025 | $1B | $554.4M | $474.8M | 14 | 0 |
| May 2025 | $1B | $554.4M | $474.8M | 13 | 0 |
| Mar 2025 | $1B | $554.4M | $474.8M | 13 | 0 |
| Sep 2024 | $872.7M | $757.2M | $115.4M | 12 | 0 |
| Jul 2024 | $872.7M | $757.2M | $115.4M | 12 | 0 |
| Jun 2024 | $872.7M | $757.2M | $115.4M | 12 | 0 |
| Apr 2024 | $872.7M | $757.2M | $115.4M | 12 | 0 |
| Mar 2024 | $927.4M | $558.8M | $368.5M | 12 | 0 |
| Sep 2023 | $779.3M | $513.6M | $265.6M | 12 | 0 |
| Jun 2023 | $779.3M | $513.6M | $265.6M | 12 | 0 |
| Mar 2023 | $779.3M | $513.6M | $265.6M | 12 | 0 |
| Mar 2023 | $779.3M | $513.6M | $265.6M | 12 | 0 |
| Oct 2022 | $914.6M | $645.8M | $268.7M | 12 | 0 |
| Sep 2022 | $914.6M | $645.8M | $268.7M | 12 | 0 |
| Mar 2022 | $914.6M | $645.8M | $268.7M | 12 | 0 |
| Nov 2021 | $726M | $568.5M | $157.5M | 10 | 0 |
| Jun 2021 | $726M | $568.5M | $157.5M | 10 | 0 |
| Mar 2021 | $726M | $568.5M | $157.5M | 9 | 0 |
| Jan 2021 | $621.2M | $533.8M | $87.5M | 9 | 0 |
| Sep 2020 | $621.2M | $533.8M | $87.5M | 8 | 0 |
| Jun 2020 | $621.2M | $533.8M | $87.5M | 9 | 0 |
| May 2020 | $621.2M | $533.8M | $87.5M | 9 | 0 |
| Apr 2020 | $621.2M | $533.8M | $87.5M | 9 | 0 |
| Mar 2020 | $621.2M | $533.8M | $87.5M | 8 | 0 |
| Aug 2019 | $512.8M | $460.8M | $52M | 8 | 0 |
| May 2019 | $512.8M | $460.8M | $52M | 8 | 0 |
| Feb 2019 | $512.8M | $460.8M | $52M | 8 | 0 |
| Mar 2018 | $531.3M | $477.7M | $53.6M | 6 | 0 |
| Mar 2017 | $395.5M | $357.3M | $38.2M | 6 | 317 |
| Sep 2016 | $345.4M | $314.3M | $31.1M | 5 | 310 |
| Mar 2016 | $345.4M | $314.3M | $31.1M | 5 | 310 |
| Mar 2016 | $345.4M | $314.3M | $31.1M | 5 | 310 |
| Feb 2015 | $308.4M | $280.9M | $27.5M | 5 | 300 |
| Mar 2014 | $239.8M | $215.5M | $24.3M | 5 | 300 |
| Mar 2013 | $175.6M | $154.2M | $21.4M | 4 | 248 |
| Mar 2012 | $136.6M | $120.7M | $15.9M | 1 | 248 |
| Mar 2011 | $135.2M | $122M | $13.1M | 5 | -- |
| Feb 2011 | $135.2M | $122M | $13.1M | 5 | -- |
| Jul 2010 | $119M | $108M | $11M | 5 | -- |
| Jul 2010 | $119M | $108M | $11M | 5 | -- |
| Jan 2010 | $119M | $108M | $11M | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 10 | -- |
| Nov 2007 | $0 | $0 | $0 | 10 | -- |
| Oct 2007 | $0 | $0 | $0 | 10 | -- |
DateSep 2025
Total AUM$1B
Discretionary$554.4M
Non-Disc.$474.8M
Employees14
Clients0
DateSep 2025
Total AUM$1B
Discretionary$554.4M
Non-Disc.$474.8M
Employees14
Clients0
DateMay 2025
Total AUM$1B
Discretionary$554.4M
Non-Disc.$474.8M
Employees13
Clients0
DateMar 2025
Total AUM$1B
Discretionary$554.4M
Non-Disc.$474.8M
Employees13
Clients0
DateSep 2024
Total AUM$872.7M
Discretionary$757.2M
Non-Disc.$115.4M
Employees12
Clients0
DateJul 2024
Total AUM$872.7M
Discretionary$757.2M
Non-Disc.$115.4M
Employees12
Clients0
DateJun 2024
Total AUM$872.7M
Discretionary$757.2M
Non-Disc.$115.4M
Employees12
Clients0
DateApr 2024
Total AUM$872.7M
Discretionary$757.2M
Non-Disc.$115.4M
Employees12
Clients0
DateMar 2024
Total AUM$927.4M
Discretionary$558.8M
Non-Disc.$368.5M
Employees12
Clients0
DateSep 2023
Total AUM$779.3M
Discretionary$513.6M
Non-Disc.$265.6M
Employees12
Clients0
DateJun 2023
Total AUM$779.3M
Discretionary$513.6M
Non-Disc.$265.6M
Employees12
Clients0
DateMar 2023
Total AUM$779.3M
Discretionary$513.6M
Non-Disc.$265.6M
Employees12
Clients0
DateMar 2023
Total AUM$779.3M
Discretionary$513.6M
Non-Disc.$265.6M
Employees12
Clients0
DateOct 2022
Total AUM$914.6M
Discretionary$645.8M
Non-Disc.$268.7M
Employees12
Clients0
DateSep 2022
Total AUM$914.6M
Discretionary$645.8M
Non-Disc.$268.7M
Employees12
Clients0
DateMar 2022
Total AUM$914.6M
Discretionary$645.8M
Non-Disc.$268.7M
Employees12
Clients0
DateNov 2021
Total AUM$726M
Discretionary$568.5M
Non-Disc.$157.5M
Employees10
Clients0
DateJun 2021
Total AUM$726M
Discretionary$568.5M
Non-Disc.$157.5M
Employees10
Clients0
DateMar 2021
Total AUM$726M
Discretionary$568.5M
Non-Disc.$157.5M
Employees9
Clients0
DateJan 2021
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees9
Clients0
DateSep 2020
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees8
Clients0
DateJun 2020
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees9
Clients0
DateMay 2020
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees9
Clients0
DateApr 2020
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees9
Clients0
DateMar 2020
Total AUM$621.2M
Discretionary$533.8M
Non-Disc.$87.5M
Employees8
Clients0
DateAug 2019
Total AUM$512.8M
Discretionary$460.8M
Non-Disc.$52M
Employees8
Clients0
DateMay 2019
Total AUM$512.8M
Discretionary$460.8M
Non-Disc.$52M
Employees8
Clients0
DateFeb 2019
Total AUM$512.8M
Discretionary$460.8M
Non-Disc.$52M
Employees8
Clients0
DateMar 2018
Total AUM$531.3M
Discretionary$477.7M
Non-Disc.$53.6M
Employees6
Clients0
DateMar 2017
Total AUM$395.5M
Discretionary$357.3M
Non-Disc.$38.2M
Employees6
Clients317
DateSep 2016
Total AUM$345.4M
Discretionary$314.3M
Non-Disc.$31.1M
Employees5
Clients310
DateMar 2016
Total AUM$345.4M
Discretionary$314.3M
Non-Disc.$31.1M
Employees5
Clients310
DateMar 2016
Total AUM$345.4M
Discretionary$314.3M
Non-Disc.$31.1M
Employees5
Clients310
DateFeb 2015
Total AUM$308.4M
Discretionary$280.9M
Non-Disc.$27.5M
Employees5
Clients300
DateMar 2014
Total AUM$239.8M
Discretionary$215.5M
Non-Disc.$24.3M
Employees5
Clients300
DateMar 2013
Total AUM$175.6M
Discretionary$154.2M
Non-Disc.$21.4M
Employees4
Clients248
DateMar 2012
Total AUM$136.6M
Discretionary$120.7M
Non-Disc.$15.9M
Employees1
Clients248
DateMar 2011
Total AUM$135.2M
Discretionary$122M
Non-Disc.$13.1M
Employees5
Clients--
DateFeb 2011
Total AUM$135.2M
Discretionary$122M
Non-Disc.$13.1M
Employees5
Clients--
DateJul 2010
Total AUM$119M
Discretionary$108M
Non-Disc.$11M
Employees5
Clients--
DateJul 2010
Total AUM$119M
Discretionary$108M
Non-Disc.$11M
Employees5
Clients--
DateJan 2010
Total AUM$119M
Discretionary$108M
Non-Disc.$11M
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--