WPG ADVISERS, LLC
Legal name: WPG FINANCIAL GROUP, LLC
CRD #291708 SEC #801-114047 BALTIMORE, MD 410-522-2030
SEC Registered Private Funds
Total AUM
$356.3M
Discretionary
$295.2M
Employees
8
Clients
10
Accounts
1,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $356.3M | $295.2M | $61.1M | 8 | 0 |
| Mar 2025 | $356.3M | $295.2M | $61.1M | 8 | 0 |
| Dec 2024 | $301.2M | $242.6M | $58.6M | 6 | 0 |
| Mar 2024 | $301.2M | $242.6M | $58.6M | 6 | 0 |
| Mar 2024 | $301.2M | $242.6M | $58.6M | 6 | 0 |
| Oct 2023 | $255M | $201.5M | $53.5M | 8 | 0 |
| Oct 2023 | $255M | $201.5M | $53.5M | 8 | 0 |
| Apr 2023 | $255M | $201.5M | $53.5M | 8 | 0 |
| Mar 2023 | $255M | $201.5M | $53.5M | 8 | 0 |
| Oct 2022 | $269.5M | $215.1M | $54.4M | 8 | 20 |
| Apr 2022 | $269.5M | $215.1M | $54.4M | 8 | 20 |
| Mar 2022 | $269.5M | $215.1M | $54.4M | 8 | 20 |
| Sep 2021 | $195.9M | $195.6M | $354.9K | 9 | 62 |
| Mar 2021 | $195.9M | $195.6M | $354.9K | 9 | 62 |
| Jun 2020 | $128.2M | $128.2M | $0 | 10 | 34 |
| Mar 2020 | $128.2M | $128.2M | $0 | 10 | 34 |
| Feb 2020 | $110M | $110M | $0 | 7 | 0 |
| May 2019 | $110M | $110M | $0 | 5 | 0 |
| Mar 2019 | $110M | $110M | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$356.3M
Discretionary$295.2M
Non-Disc.$61.1M
Employees8
Clients0
DateMar 2025
Total AUM$356.3M
Discretionary$295.2M
Non-Disc.$61.1M
Employees8
Clients0
DateDec 2024
Total AUM$301.2M
Discretionary$242.6M
Non-Disc.$58.6M
Employees6
Clients0
DateMar 2024
Total AUM$301.2M
Discretionary$242.6M
Non-Disc.$58.6M
Employees6
Clients0
DateMar 2024
Total AUM$301.2M
Discretionary$242.6M
Non-Disc.$58.6M
Employees6
Clients0
DateOct 2023
Total AUM$255M
Discretionary$201.5M
Non-Disc.$53.5M
Employees8
Clients0
DateOct 2023
Total AUM$255M
Discretionary$201.5M
Non-Disc.$53.5M
Employees8
Clients0
DateApr 2023
Total AUM$255M
Discretionary$201.5M
Non-Disc.$53.5M
Employees8
Clients0
DateMar 2023
Total AUM$255M
Discretionary$201.5M
Non-Disc.$53.5M
Employees8
Clients0
DateOct 2022
Total AUM$269.5M
Discretionary$215.1M
Non-Disc.$54.4M
Employees8
Clients20
DateApr 2022
Total AUM$269.5M
Discretionary$215.1M
Non-Disc.$54.4M
Employees8
Clients20
DateMar 2022
Total AUM$269.5M
Discretionary$215.1M
Non-Disc.$54.4M
Employees8
Clients20
DateSep 2021
Total AUM$195.9M
Discretionary$195.6M
Non-Disc.$354.9K
Employees9
Clients62
DateMar 2021
Total AUM$195.9M
Discretionary$195.6M
Non-Disc.$354.9K
Employees9
Clients62
DateJun 2020
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees10
Clients34
DateMar 2020
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees10
Clients34
DateFeb 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0