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WPWEALTH LLP

UUIDbfbb47f7-5409-522b-8b72-2b180f46bfa8
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:24:35

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 145467 145467 1.0
sec_file_number 801-68528 801-68528

Profile

Websitehttps://www.linkedin.com
HQ CityFORT WORTH
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)1,029,170,419.0
  • RAUM (discretionary)554,417,407.0
  • Actionable assets973,224,840.0
  • Accounts2,581.0

Institutional Clients

  • Government AUM
  • Pension AUM118,120,915.0
  • Charitable AUM
  • HNW AUM846,800,151.0

As of 2025-05-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
WHITLEY PENN, L.L.P. GENERAL PARTNER OFFICER
{"filing_id": "2017077", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
AUTREY, LARRY, GENE LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "3270935", "source": "adv_part1", "table": "Schedule_A_B"}
BABB, JOHN, GRIFFIN LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7521335", "source": "adv_part1", "table": "Schedule_A_B"}
BYRD, THOMAS, EDWARD LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7719028", "source": "adv_part1", "table": "Schedule_A_B"}
Cereceres, Celina LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7521341", "source": "adv_part1", "table": "Schedule_A_B"}
COTTON, TOBY, JAMES LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "6309782", "source": "adv_part1", "table": "Schedule_A_B"}
CRANE, CLINTTON, DANIEL LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7521344", "source": "adv_part1", "table": "Schedule_A_B"}
D'MELLO, EMILIA, PIRGOVA LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7355683", "source": "adv_part1", "table": "Schedule_A_B"}
Fletcher, Brandi, Michelle LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7892879", "source": "adv_part1", "table": "Schedule_A_B"}
GREGG, RANDALL, ALLEN LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "6619884", "source": "adv_part1", "table": "Schedule_A_B"}
KARP, JON, PETER LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "4419938", "source": "adv_part1", "table": "Schedule_A_B"}
LAVIS, JOSEPH LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "8067541", "source": "adv_part1", "table": "Schedule_A_B"}
LAWLIS, JEFFRY, SHANNON LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "6040512", "source": "adv_part1", "table": "Schedule_A_B"}
MAYFIELD, SCOTT, ALAN LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "5752692", "source": "adv_part1", "table": "Schedule_A_B"}
MCEOWN, NATHEN, JAMES LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7078907", "source": "adv_part1", "table": "Schedule_A_B"}
MILLER, SHANE, CHRISTOPHER LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "5750662", "source": "adv_part1", "table": "Schedule_A_B"}
REITER, MATTHEW, ALOIS LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "5553051", "source": "adv_part1", "table": "Schedule_A_B"}
Roberts, Justin, Wayne LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7892902", "source": "adv_part1", "table": "Schedule_A_B"}
SCARBOROUGH, GARY, ALAN LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "7719029", "source": "adv_part1", "table": "Schedule_A_B"}
SIERP, REBECCA, JANINE CHIEF COMPLIANCE OFFICER EMPLOYEE
{"filing_id": "2017077", "owner_id": "5768326", "source": "adv_part1", "table": "Schedule_A_B"}
STARR, BRIAN LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "8067545", "source": "adv_part1", "table": "Schedule_A_B"}
VALLANCE, JOHN, WESTLEY LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "6040464", "source": "adv_part1", "table": "Schedule_A_B"}
WESTON, WILLIAM, CHARLES LIMITED PARTNER EMPLOYEE
{"filing_id": "2017077", "owner_id": "5985840", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1