William Charles Weston

CFP

Wpwealth LLP

13 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Wpwealth LLP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

507 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$1.0B

Fee Structure

Minimum Annual Fee:$5,000

Location

640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wpwealth LLP

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Adp Broker-Dealer, INC.Broker

August 2016 - January 2017 · 5 mos

Invesco Advisers, INC.

March 2013 - August 2016 · 3 yrs 5 mos

Invesco Distributors, INC.Broker

February 2012 - August 2016 · 4 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.