Wp Advisors, LLC
Wp Advisors, LLC is an SEC-registered wealth manager in San Francisco, CA with $588.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wp Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118268, SEC 801-62924, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $588.9M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 391
- CRD
- 118268
- Ownership
- COONEY, JENNIFER, JOHNSON; COONEY, JENNIFER; SPANGENBERG, ANTHONY, MATTHEW; PHILLIBER, STEPHEN, DOMINICK
How much AUM does Wp Advisors, LLC have?
Wp Advisors, LLC reported $588.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Wp Advisors, LLC?
Disclosed owners and executives of Wp Advisors, LLC include COONEY, JENNIFER, JOHNSON, COONEY, JENNIFER, SPANGENBERG, ANTHONY, MATTHEW, PHILLIBER, STEPHEN, DOMINICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.