DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wpwealth Llp
Latest filing Jun 9, 2026
First filing on the tape Mar 26, 2012 · 44 filings
SEC status approved since Jan 2, 2008
RAUM
$1.2B
reported, Item 5.F
Discretionary
58%
of RAUM
Private clients
89%
$1.0B individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$83.4M
derived; firm RAUM over IAPD count
Employees
14
14 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$1.2B as of Jun 9, 2026
Mar 26, 2012$137M then
HNW client RAUM$980M as of Jun 9, 2026
Mar 21, 2018$432M then
State-registered IARs (5.B.3)13 as of Jun 9, 2026
Mar 1, 20133 then
Employees (5.A)14 as of Jun 9, 2026
Mar 1, 20134 then
Private funds: no history
RAUM +13% over the last fiscal year+14% a year over threeIARs 11 to 13
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $83.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 32derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $720,046derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 58%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.8derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +18%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, publicationsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$980M84%
- Pension and profit-sharing plans$122M10%
- Individuals$55.3M4.7%
- Charitable organizations$11.5M1.0%
- Individual clients
- 204reported
- HNW clients
- 248reported
- Pension plan clients
- 59reported
- Charitable clients
- 1reported
- Accounts
- 1,622reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Rebecca Janine Sierp | Fort Worth, Tx | Feb 11, 2011 | 18 y | 0 |
| Jonathan Clay Jennings | Fort Worth, Tx | Apr 25, 2014 | 19 y | 1 |
| William Charles WestonCertified Financial Planner | Fort Worth, Tx | Mar 21, 2017 | 13 y | 1 |
| Chad Wesley HolmesCertified Financial Planner | Fairhope, Al | Jan 21, 2021 | 10 y | 1 |
| Brandon RussCertified Financial Planner | Fort Worth, Tx | Jun 18, 2021 | 17 y | 0 |
| Zachary Amos Van KirkCertified Financial Planner | Fort Worth, Tx | Jul 13, 2022 | 11 y | 0 |
| Jacob T AyresCertified Financial Planner | Fort Worth, Tx | Sep 2, 2022 | 26 y | 0 |
| Jackson George Suss | Fort Worth, Tx | Dec 2, 2024 | 12 y | 0 |
| Christopher W Peters | Dallas, Tx | May 3, 2025 | 12 y | 0 |
| Macy Beatrice Gonzales | Fort Worth, Tx | Jan 16, 2026 | 11 y | 0 |
| Bryan Roquemore MccluneChartered Financial Analyst | Fort Worth, Tx | Feb 13, 2026 | 19 y | 1 |
| Jack W Luna | Fort Worth, Tx | Sep 9, 2026 | 23 y | 6 |
| James Patrick GonzalesCertified Financial Planner | Fort Worth, Tx | Sep 9, 2026 | 10 y | 2 |
| John Christian Gesek | Fort Worth, Tx | Sep 9, 2026 | 24 y | 6 |
Advisor movement
2 left, 4 joined in 12 months
net +2 in 12 months0 left in 90 days3 joined in 90 daysdeparture rate 14% of current headcount5 left over 36 months
Left, latest
- Bryan Monks to Mrm Financial Advisors, LLCMay 6, 2026 · RIA to a state-registered adviser
- Shane Christopher Miller to Prime Capital FinancialJan 13, 2026 · RIA to RIA
- Matt Magee to Sanctuary Advisors, LLCNov 21, 2024 · RIA to affiliated broker-dealer or bank
- Austin Robert Collins to Cambridge Investment Research Advisors, Inc.Jul 29, 2024 · RIA to affiliated broker-dealer or bank
- Eleanor Wilson Ray to FartherOct 2, 2023 · RIA to RIA
- Alicia Marie Langdon to Beacon Pointe Advisors, LLCApr 11, 2023 · RIA to RIA
- Christopher Ryan Manross to Rogers Wealth Group, Inc.Jul 11, 2022 · RIA to RIA
- Matthew Garrett Larson to RBC Rochdale, LLCSep 9, 2020 · RIA to affiliated broker-dealer or bank
- Chad Wesley Holmes to Formula WealthJun 12, 2020 · RIA to a state-registered adviser
Joined, latest
- Jack W Luna from Optimus Capital Advisors, LLCSep 9, 2026 · RIA to RIA
- John Christian Gesek from Optimus Capital Advisors, LLCSep 9, 2026 · RIA to RIA
- James Patrick Gonzales from Optimus Capital Advisors, LLCSep 9, 2026 · RIA to RIA
- Bryan Roquemore Mcclune from Dimensional Fund Advisors LPFeb 13, 2026 · Other
- Bryan Monks from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 31, 2025 · Wirehouse to independent RIA
- Christopher Ryan Manross from Rogers Wealth Group, Inc.Mar 16, 2022 · RIA to RIA
- Matthew Garrett Larson from Invesco Advisers, Inc.Jun 21, 2019 · Other
- William Charles Weston from Invesco Advisers, Inc.Mar 21, 2017 · Other
- Jonathan Clay Jennings from Algonquin Advisors LLCApr 25, 2014 · Other
- Shane Christopher Miller from Milestone Wealth StrategiesNov 14, 2013 · Other
- Eleanor Wilson Ray from Cuna Brokerage Services, Inc.Jan 4, 2008 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Optimus Capital Advisors, LLCSep 10, 2026 · Coppell, Tx · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gene Larry Autrey · Limited Partnersince 01/2006 · owns 5% to 10%
- Griffin John Babb · Limited Partnersince 01/2022 · owns less than 5%
- Ray Justin Blok · Limited Partnersince 01/2026 · owns less than 5%
- Edward Thomas Byrd · Limited Partnersince 01/2023 · owns less than 5%
- Celina Cereceres · Limited Partnersince 01/2022 · owns less than 5%
- James Toby Cotton · Limited Partnersince 12/2013 · owns 10% to 25%
- Daniel Clintton Crane · Limited Partnersince 01/2022 · owns less than 5%
- Pirgova Emilia D'Mello · Limited Partnersince 01/2020 · owns less than 5%
- Michelle Brandi Fletcher · Limited Partnersince 01/2024 · owns less than 5%
- Allen Randall Gregg · Limited Partnersince 12/2015 · owns 10% to 25%
- Wayne Cecil Jones · Limited Partnersince 01/2014 · owns 5% to 10%
- Peter Jon Karp · Limited Partnersince 01/2018 · owns less than 5%
- Joseph Lavis · Limited Partnersince 01/2025 · owns less than 5%
- Shannon Jeffry Lawlis · Limited Partnersince 01/2011 · owns 10% to 25%
- Alan Scott Mayfield · Limited Partnersince 01/2009 · owns 10% to 25%
- Roquemore Bryan Mcclune · Limited Partnersince 01/2026 · owns less than 5%
- James Nathen Mceown · Limited Partnersince 01/2018 · owns 5% to 10%
- Christopher Shane Miller · Limited Partnersince 01/2023 · owns less than 5%
- Brett Murphy · Limited Partnersince 01/2026 · owns less than 5%
- Alois Matthew Reiter · Limited Partnersince 01/2010 · owns 10% to 25%
- Wayne Justin Roberts · Limited Partnersince 01/2024 · owns less than 5%
- Alan Gary Scarborough · Limited Partnersince 01/2023 · owns less than 5%
- Janine Rebecca Sierp · Chief Compliance Officersince 10/2014 · owns less than 5%
- Brian Starr · Limited Partnersince 01/2025 · owns less than 5%
- Westley John Vallance · Limited Partnersince 01/2011 · owns 10% to 25%
- Charles William Weston · Limited Partnersince 01/2023 · owns less than 5%
Entity owners
- Whitley Penn, L.L.P. · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Whitley Penn, Llpinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fort Worth, Tx · principal | 14 | 6 | 2 | ||
| Coppell, Tx | 3 | 3 | 0 | ||
| Dallas, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Austin, TX1 employees
- Dallas, TX1 employees
- Houston, TX1 employees
- Midland, TX1 employees
- Odessa, TX1 employees
- Plano, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 2,581.0 to 1,622.0 (-37.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +6.0% (1206 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 2.3% percentile
What changed
consecutive filings, newest first
- Accounts · 2,581 to 1,622Jan 13, 2026 to Mar 30, 2026
- Advisory employees · 13 to 14Jan 13, 2026 to Mar 30, 2026
- Charity clients · unset to 1.0Jan 13, 2026 to Mar 30, 2026
- Corporate clients · 1.0 to unsetJan 13, 2026 to Mar 30, 2026
- HNW clients · 230 to 248Jan 13, 2026 to Mar 30, 2026
- Individual clients · 205 to 204Jan 13, 2026 to Mar 30, 2026
- Pension plan clients · 71 to 59Jan 13, 2026 to Mar 30, 2026
- Employees · 13 to 14Jan 13, 2026 to Mar 30, 2026
- State-registered IARs · 12 to 13Jan 13, 2026 to Mar 30, 2026
- Discretionary RAUM · $554M to $677MJan 13, 2026 to Mar 30, 2026
- HNW RAUM · $847M to $980MJan 13, 2026 to Mar 30, 2026
- Individual RAUM · $55.9M to $55.3MJan 13, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $475M to $491MJan 13, 2026 to Mar 30, 2026
- Pension RAUM · $118M to $122MJan 13, 2026 to Mar 30, 2026
- RAUM · $1.0B to $1.2BJan 13, 2026 to Mar 30, 2026
- Advisory employees · 14 to 13Sep 19, 2025 to Jan 13, 2026
- Employees · 14 to 13Sep 19, 2025 to Jan 13, 2026
- State-registered IARs · 13 to 12Sep 19, 2025 to Jan 13, 2026
- Advisory employees · 13 to 14May 21, 2025 to Sep 19, 2025
- Employees · 13 to 14May 21, 2025 to Sep 19, 2025
- State-registered IARs · 12 to 13May 21, 2025 to Sep 19, 2025
- Financial planning clients · 251-500 to 251-500Mar 31, 2025 to May 21, 2025
- State-registered IARs · 11 to 12Mar 31, 2025 to May 21, 2025
- Accounts · 2,307 to 2,581Sep 18, 2024 to Mar 31, 2025
- Advisory employees · 12 to 13Sep 18, 2024 to Mar 31, 2025
- HNW clients · 159 to 230Sep 18, 2024 to Mar 31, 2025
- Individual clients · 226 to 205Sep 18, 2024 to Mar 31, 2025
- Pension plan clients · 64 to 71Sep 18, 2024 to Mar 31, 2025
- Employees · 12 to 13Sep 18, 2024 to Mar 31, 2025
- Other offices · 6 to 7Sep 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $757M to $554MSep 18, 2024 to Mar 31, 2025
- HNW RAUM · $649M to $847MSep 18, 2024 to Mar 31, 2025
- Individual RAUM · $99.7M to $55.9MSep 18, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $115M to $475MSep 18, 2024 to Mar 31, 2025
- Pension RAUM · $115M to $118MSep 18, 2024 to Mar 31, 2025
- RAUM · $873M to $1.0BSep 18, 2024 to Mar 31, 2025
- State-registered IARs · 10 to 11Jul 29, 2024 to Sep 18, 2024
- Accounts · 2,459 to 2,307Mar 25, 2024 to Apr 5, 2024
- HNW clients · 176 to 159Mar 25, 2024 to Apr 5, 2024
- Individual clients · 253 to 226Mar 25, 2024 to Apr 5, 2024
Signals
11 dated events
- Optimus Capital Advisors, LLC's advisors moved to Wpwealth LLP (Coppell, TX): 3 of 3 registered, on the same daySep 10, 2026 · Firm absorbed (people side) · derived
- Bryan Monks left Wpwealth Llp for Mrm Financial Advisors, Llc (registered 2026-07-14)May 6, 2026 · Advisor changed firm · fact
- Shane Christopher Miller left Wpwealth Llp for Prime Capital Financial (registered 2026-04-01)Jan 13, 2026 · Advisor changed firm · fact
- Matt Magee left Wpwealth Llp for Sanctuary Advisors, Llc (registered 2024-11-20)Nov 21, 2024 · Advisor changed firm · fact
- Austin Robert Collins left Wpwealth Llp for Cambridge Investment Research Advisors, Inc. (registered 2024-09-06)Jul 29, 2024 · Advisor changed firm · fact
- Eleanor Wilson Ray left Wpwealth Llp for Farther (registered 2023-10-02)Oct 2, 2023 · Advisor changed firm · fact
- Alicia Marie Langdon left Wpwealth Llp for Beacon Pointe Advisors, Llc (registered 2023-05-09)Apr 11, 2023 · Advisor changed firm · fact
- Jeffrey Thomas Rein (Managing Director/Limited Partner) no longer on Schedule A of Wpwealth Llp (listed 2022-10-18, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Christopher Ryan Manross left Wpwealth Llp for Rogers Wealth Group, Inc. (registered 2022-07-18)Jul 11, 2022 · Advisor changed firm · fact
- Wpwealth Llp reported RAUM $914.6M, up 26% from $726.0M (2021-11-30 to 2022-03-18)Mar 18, 2022 · RAUM change · derived
- Wpwealth Llp reported RAUM $531.3M, up 34% from $395.5M (2017-03-17 to 2018-03-21)Mar 21, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- wpwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-259-9100reportedpublic record, Form ADV, Jun 9, 2026
- Contact form
- wpwealth.com/contact-formreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- wpwealth.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $83.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026