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- Custodian
- Charles Schwab & Company · TD Ameritrade · Trust Company OF America
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2008
- Office Locations
- 4
Office Locations
About Wpwealth LLP
WPWealth LLP is a Texas-based RIA with offices across the Southwest, providing wealth management that combines financial planning (estate, retirement, insurance) with discretionary portfolio construction and asset management. Portfolios allocate across public funds, ETFs, and fixed income, serving clients including business owners. Notable for distribution: ranked #17 on Dallas Business Journal’s DFW wealth management list and runs on Schwab/TD Ameritrade custody with an Orion tech stack.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TOBY JAMES COTTON
Director, Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
RANDALL ALLEN GREGG
Limited Partner, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 23 owners & executives
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Jared Archer
Partner
- CRD
- #7852358
Jacob T Ayres
Manager | Wealth Management
- CRD
- #6742381
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $677,158,369 | $998,759 |
| Non-Discretionary | $490,756,595 | $519,869 |
| Total | $1,167,914,964 | $720,046 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | 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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