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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-1999
- Office Locations
- 2
Office Locations
About WP Advisors, LLC
WP Advisors is a founder-led, boutique RIA (est. 1999) delivering integrated investment management and holistic financial planning for high-net-worth individuals and families, including executives, professionals, entrepreneurs, and business owners. Investment implementation emphasizes ETFs, complemented by mutual funds and investment-grade fixed income. Primary custodians include Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN DOMINICK PHILLIBER
Founder, Managing Member
- CRD
- #2518605
- Ownership
- 50% but less than 75%
ANTHONY MATTHEW SPANGENBERG
Founder, Managing Member
- CRD
- #2131673
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,477,987 | $700,459 |
| Non-Discretionary | $12,391,249 | $652,171 |
| Total | $588,869,236 | $699,370 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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