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WPG ADVISERS, LLC

UUID5c54adc5-4590-5494-ab49-25ebcb74cc9b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 291708 291708 1.0
sec_file_number 801-114047 801-114047

Profile

Websitehttps://www.linkedin.com/in/steve-gessner-cfp-65878a5/
HQ CityBALTIMORE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • WPG FINANCIAL GROUP, LLC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)356,338,772.0
  • RAUM (discretionary)295,225,772.0
  • Actionable assets220,826,862.0
  • Accounts1,332.0

Institutional Clients

  • Government AUM
  • Pension AUM3,530,493.0
  • Charitable AUM2,058,175.0
  • HNW AUM212,685,833.0

As of 2025-03-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.