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WP ASSET MANAGEMENT

BEDMINSTER, NJ · CRD 279034 · IAPD ↗ · 908-719-8800

$121.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — WP ASSET MANAGEMENT reported RAUM down 33% ($143.3M -> $96.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
March 2025 — WP ASSET MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — WP ASSET MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — WP ASSET MANAGEMENT reported RAUM up 29% ($111.2M -> $143.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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