This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.11 institutional_share=0.08 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$121MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$102M

Private client RAUM

$99.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$40.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

224

Individual clients

0

High net worth clients

177

SEC number

801-125014

CRD

279034

Filings on the tape

14

First filed

Apr 13, 2022

Latest filed

Sep 1, 2026

Organised

Limited Liability Company, NJ

• Occurred

  Apr 13, 2022
  First Form ADV filing

  Wp Asset Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5115d1ff-eac8-8852-0b82-603f2a5f54a4

First observed

Apr 13, 2022

Last observed

Sep 1, 2026 17 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.