Chad Wesley Holmes

CFP

Wpwealth LLP

9 Years of Experience

View SEC Summary

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

Contact

Chad Wesley Holmes

Location

Fairhope, AL

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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

September 2025 - Present · 5 mos

Formula Wealth

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Wpwealth LLP

May 2016 - June 2020 · 4 yrs 1 mo

State Registrations3 states

ALTNTX

Advisor

Exams

No exam information available for this advisor.