Wpg Advisers, Llc
- Regulatory AUM
- $361M
- Discretionary
- $285M
- Clients
- 399
- Avg AUM / client
- $904K
- Accounts
- 1,277
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 300 | $81.4M | 22.6% |
| High net worth individuals | 80 | $198M | 54.8% |
| Pension and profit sharing plans | 19 | $76.8M | 21.3% |
| Charitable organizations | Fewer than 5 clients | $2.3M | 0.64% |
| Corporations and other businesses | Fewer than 5 clients | $2.5M | 0.69% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $2.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Zebra Municipal Bond Arbitrage Fund, Lp | Private Equity Fund | Delaware | $2.4M | 14 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Medical Management & Rehab Services Inc. 401(k) Profit Sharing Plan And Trust Medical Management & Rehab Services Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Joseph Gessner | Member | CFP | Sep 2018 (8y) | 50% – 75% |
| Todd Foster Paradise | Managing Member | CFP | Sep 2018 (8y) | 50% – 75% |
| Reese, Nicole, Marie | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| Nicholas Paul Rumke | Registered representative | Dec 2021 (5y) | ||
| Patrick Bollinger | Registered representative | Jan 2026 (1y) |
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.
Private funds (1, $2.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Zebra Municipal Bond Arbitrage Fund, Lp | Private Equity Fund | $2.4M | $100K | 14 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Medical Management & Rehab Services Inc. 401(k) Profit Sharing Plan And Trust | Medical Management & Rehab Services Inc. | 216 | $3.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.19 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $187M (52% of AUM) Mar 2026
- Sei Investments Distribution Co. $83.6M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗