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WHVP

ZURICH, Switzerland · CRD 156928 · IAPD ↗ · 011 41 44 315 77 77

$235.2MRegulatory AUM
4Advisory reps
6Employees
1Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
April 2026 — WHVP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2026 — WHVP reported RAUM up 44% ($162.8M -> $235.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
12
April 2025 — WHVP notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
12
April 2024 — WHVP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.