WP GROUP, LLC
CRD #283365 SEC #801-107500 WEST PALM BEACH, FL 561-623-4614
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRESNAN, SEAN, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMG WEALTH PARTNERS, LP | DE | MEMBER | E | Control |
| AMG WEALTH PARTNERS, LP | DE | MEMBER | E | Control |
| AMG WEALTH PARTNERS, LP | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
Registrations
Federal
IA
Mar 31, 2017 REGISTERED
Notice Filings (1)
FL
Address
777 SOUTH FLAGLER DRIVEEAST TOWER, SUITE 1201
WEST PALM BEACH, FL 33401
United States
Phone: 561-623-4614