W
$121.3M Total AUM
$102.2M Disc. AUM
-3.6% 3Y CAGR
3 Employees
224 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2015
- Office Locations
- 1
Office Locations
302 US-202 Bedminster NJ
About WP Asset Management
WP Asset Management is a Bedminster-based RIA. The firm has been operating for 10 years. Managing $121.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$541.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SEKHAR VEMPARALA
Chief Compliance Officer, Managing Member
- CRD
- #2081179
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
Darsh Rahul Sharma
--
- CRD
- #7961971
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,159,215 | $6,384,951 |
| Non-Discretionary | $19,144,812 | $92,042 |
| Total | $121,304,027 | $541,536 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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