LP Profile

WPWealth

Also known as wpwealth

Wealth ManagerFort Worth, United StatesFounded 2000
$1.2B
Assets Under Management
Fort Worth
Headquarters
Investment Focus

About WPWealth

WPWealth LLP is a U.S.-based Registered Investment Adviser centered on holistic wealth management and individually tailored financial guidance. Clients can obtain financial planning, investments, insurance and estate planning, and the firm stresses proactive monitoring of markets.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateCommercial Property Acquisition & Development
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to WPWealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
1,622
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to WPWealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Similar real estate investors

FAQ

Frequently asked questions

What type of investor is WPWealth?

WPWealth is a wealth manager based in Fort Worth, United States, managing approximately $1.2B in assets.

Where is WPWealth headquartered?

WPWealth is headquartered in Fort Worth, United States.

How much does WPWealth manage?

WPWealth manages approximately $1.2B in assets under management.

When was WPWealth founded?

WPWealth was founded in 2000.

What does WPWealth invest in?

WPWealth focuses on Real Estate - General, Real Estate, Commercial Property Acquisition & Development.

How can I contact WPWealth?

Verified contact details, key decision-makers, and investment preferences for WPWealth are available on LPbacked. Create a free account to access them.