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Building 2WPWEALTH LLP

Map pinFORT WORTH, TX
Phone817-259-9100
NotebookSEC #801-68528
Total AUM
$1.2B
Employees
14
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
640 TAYLOR STREET, SUITE 2200
SUITE 2200
FORT WORTH
TX 76102
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
817-259-9100
Other Offices
7

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,622
Discretionary
$677.2M
Accounts
678
Non-Discretionary
$490.8M
Accounts
944

ContactClients

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Individual Clients
204
AUM
$55.3M
HNW Individual Clients
248
AUM
$979.5M
Pension/Profit Sharing Plan Clients
59
AUM
$121.7M
Charitable Organization Clients
1
AUM
$11.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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