Wpwealth Llp
- Regulatory AUM
- $1.2B
- Discretionary
- $677M
- Clients
- 512
- Avg AUM / client
- $2.3M
- Accounts
- 1,622
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 204 | $55.3M | 4.73% |
| High net worth individuals | 248 | $980M | 83.9% |
| Pension and profit sharing plans | 59 | $122M | 10.4% |
| Charitable organizations | 1 | $11.5M | 0.98% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Umc Energy Solutions 401(k) Plan Umc Energy Solutions, Inc. | 2021 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Autrey, Larry, Gene | Limited Partner | Jan 2006 (21y) | 5% – 10% | |
| Mayfield, Scott, Alan | Limited Partner | Jan 2009 (18y) | 5% – 10% | |
| Reiter, Matthew, Alois | Limited Partner | Jan 2010 (17y) | 5% – 10% | |
| Lawlis, Jeffry, Shannon | Limited Partner | Jan 2011 (16y) | 5% – 10% | |
| Vallance, John, Westley | Limited Partner | Jan 2011 (16y) | 5% – 10% | |
| Rebecca Janine Sierp | Chief Compliance Officer | Feb 2011 (15y) | Less than 5% | |
| Cotton, Toby, James | Limited Partner | Dec 2013 (13y) | 5% – 10% | |
| Jones, Cecil, Wayne | Limited Partner | Jan 2014 (13y) | 5% – 10% | |
| Gregg, Randall, Allen | Limited Partner | Dec 2015 (11y) | 5% – 10% | |
| William Charles Weston | Limited Partner | CFP | Mar 2017 (9y) | Less than 5% |
| Karp, Jon, Peter | Limited Partner | Jan 2018 (9y) | Less than 5% | |
| Mceown, Nathen, James | Limited Partner | Jan 2018 (9y) | Less than 5% | |
| D'mello, Emilia, Pirgova | Limited Partner | Jan 2020 (7y) | Less than 5% | |
| Babb, John, Griffin | Limited Partner | Jan 2022 (5y) | Less than 5% | |
| Crane, Clintton, Daniel | Limited Partner | Jan 2022 (5y) | Less than 5% | |
| Cereceres, Celina | Limited Partner | Jan 2022 (5y) | Less than 5% | |
| Byrd, Thomas, Edward | Limited Partner | Jan 2023 (4y) | Less than 5% | |
| Scarborough, Gary, Alan | Limited Partner | Jan 2023 (4y) | Less than 5% | |
| Shane Christopher Miller | Limited Partner | CFP | Jan 2023 (4y) | Less than 5% |
| Fletcher, Brandi, Michelle | Limited Partner | Jan 2024 (3y) | Less than 5% | |
| Roberts, Justin, Wayne | Limited Partner | Jan 2024 (3y) | Less than 5% | |
| Jonathan Clay Jennings | Registered representative | Apr 2014 (12y) | ||
| Brandon Russ | Registered representative | CFP | Jun 2021 (5y) | |
| Zachary Amos Van Kirk | Registered representative | CFP | Jul 2022 (4y) | |
| Jacob T Ayres | Registered representative | CFP | Sep 2022 (4y) | |
| Jared Archer | Registered representative | CFP | Jan 2024 (3y) | |
| Jackson George Suss | Registered representative | Dec 2024 (2y) | ||
| Christopher W Peters | Registered representative | May 2025 (1y) | ||
| Chad Wesley Holmes | Registered representative | CFP | Sep 2025 (1y) | |
| Macy Beatrice Gonzales | Registered representative | Jan 2026 (1y) | ||
| Bryan Roquemore Mcclune | Registered representative | CFA | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Whitley Penn, L.L.P. | General Partner | Jan 2006 | A | Less than 5% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Umc Energy Solutions 401(k) Plan | Umc Energy Solutions, Inc. | 287 | $4.5M | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (92% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗