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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WP ADVISORS, LLC

CRD 118268

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a21fb516-669e-8e39-5c2e-4bd78cbeee54

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2012 to Mar 23, 2026
28 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $589MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $576M
Private client RAUM: $589MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $294Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 842
Individual clients: 182
High net worth clients: 209
Custody, client assets: $138M
SEC number: 801-62924
CIK: 1697796
CRD: 118268
Filings on the tape: 28
First filed: Jan 11, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, CA
Website: wpadvisorsllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY MATTHEW SPANGENBERG	n/a	SOUTH SAN FRANCISCO, CA \| WALL TOWNSHIP, NJ	27	35	n/a	no
STEPHEN DOMINICK PHILLIBER	n/a	SOUTH SAN FRANCISCO, CA	9	30	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PHILLIBER, STEPHEN, DOMINICK	MANAGING MEMBER	D	yes	03/1999	Jan 11, 2012	Feb 14, 2024
SPANGENBERG, ANTHONY, MATTHEW	MANAGING MEMBER	D	yes	03/1999	Jan 11, 2012	Feb 14, 2024
COONEY, JENNIFER, JOHNSON	CHIEF COMPLIANCE OFFICER	Na	no	10/2004	Jan 11, 2012	Feb 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$589M	$576M	4	2	1	n/a	n/a
2024	Feb 25, 2025	$506M	$495M	4	2	2	n/a	n/a
2023	Feb 14, 2024	$431M	$422M	4	2	2	n/a	n/a
2022	Mar 1, 2023	$339M	$331M	4	2	2	n/a	n/a
2021	Mar 3, 2022	$388M	$381M	4	2	4	n/a	n/a
2020	Mar 19, 2021	$330M	$317M	4	2	2	n/a	n/a
2019	Jan 30, 2020	$265M	$252M	4	2	2	n/a	n/a
2018	Mar 13, 2019	$230M	$219M	4	2	2	n/a	n/a
2017	Mar 13, 2018	$247M	$236M	4	2	1	n/a	n/a
2016	Mar 8, 2017	$228M	$215M	4	2	n/a	n/a	n/a
2015	Feb 23, 2016	$216M	$199M	5	3	n/a	n/a	n/a
2014	Feb 26, 2015	$205M	$186M	5	3	n/a	n/a	n/a
2013	Mar 6, 2014	$177M	$159M	5	3	n/a	n/a	n/a
2012	Mar 28, 2013	$146M	$130M	4	2	n/a	n/a	n/a
2011	Mar 21, 2012	$119M	$104M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$589M	$506M	16.4%	$339M	20.2%	4	4	1	2

Relationships

Registered with (3)

← STEPHEN DOMINICK PHILLIBERAdvisorregistration: current employment
Nov 10, 2016 to presentfactForm ADV
← ANTHONY MATTHEW SPANGENBERGAdvisorregistration: current employment
Apr 20, 1999 to presentfactForm ADV
← DONALD WILLIAM ELLIOTTAdvisorregistration: previous registration
Mar 23, 2006 to Oct 16, 2007factForm ADV

Controls (2)

← SPANGENBERG, ANTHONY, MATTHEWOwnerMANAGING MEMBER, ownership code D, individual
Jan 11, 2012 to Feb 14, 2024factForm ADV
← PHILLIBER, STEPHEN, DOMINICKOwnerMANAGING MEMBER, ownership code D, individual
Jan 11, 2012 to Feb 14, 2024factForm ADV

Owns (1)

← COONEY, JENNIFER, JOHNSONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 11, 2012 to Feb 14, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a21fb516-669e-8e39-5c2e-4bd78cbeee54
First observed: Jan 11, 2012
Last observed: Mar 23, 2026 6 months 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.

WP ADVISORS, LLC

CRD 118268

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a21fb516-669e-8e39-5c2e-4bd78cbeee54

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY MATTHEW SPANGENBERG

n/a

SOUTH SAN FRANCISCO, CA | WALL TOWNSHIP, NJ

n/a

STEPHEN DOMINICK PHILLIBER

n/a

SOUTH SAN FRANCISCO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PHILLIBER, STEPHEN, DOMINICK

MANAGING MEMBER

yes

03/1999

Jan 11, 2012

Feb 14, 2024

SPANGENBERG, ANTHONY, MATTHEW

MANAGING MEMBER

yes

03/1999

Jan 11, 2012

Feb 14, 2024

COONEY, JENNIFER, JOHNSON

CHIEF COMPLIANCE OFFICER

10/2004

Jan 11, 2012

Feb 14, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$589M

$576M

n/a

2024

Feb 25, 2025

$506M

$495M

n/a

2023

Feb 14, 2024

$431M

$422M

n/a

2022

Mar 1, 2023

$339M

$331M

n/a

2021

Mar 3, 2022

$388M

$381M

n/a

2020

Mar 19, 2021

$330M

$317M

n/a

2019

Jan 30, 2020

$265M

$252M

n/a

2018

Mar 13, 2019

$230M

$219M

n/a

2017

Mar 13, 2018

$247M

$236M

n/a

2016

Mar 8, 2017

$228M

$215M

n/a

2015

Feb 23, 2016

$216M

$199M

n/a

2014

Feb 26, 2015

$205M

$186M

n/a

2013

Mar 6, 2014

$177M

$159M

n/a

2012

Mar 28, 2013

$146M

$130M

n/a

2011

Mar 21, 2012

$119M

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$589M

$506M

16.4%

$339M

20.2%