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.

Current firm

WPWEALTH LLP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jul 27, 2018

First registration

Feb 3, 2020

Dual registered

no

Other names

JAMES PATRICK GONZALES

IAPD individual key

6903104

• Occurred

  Sep 10, 2026
  Advisor changed firm

  James Patrick Gonzales left Optimus Capital Advisors, Llc for Wpwealth Llp (registered 2026-09-09)

  Form ADVobserved 6 days ago
• Occurred

  Apr 19, 2025
  Advisor changed firm

  James Patrick Gonzales left Charles Schwab & Co., Inc. for Optimus Capital Advisors, Llc (registered 2025-04-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf95bc7d-9256-00b5-9c99-10da114dbc96

First observed

Feb 3, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.