Bryan Monks

Wpwealth LLP

6 Years of Experience

1 Disclosure

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

Location

8343 Douglas Avenue, Suite 400, Dallas, TX, 75225

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History

Regulatory History (1)

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Financial

December 2018

Final

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Other Business Activities

Bryan referees rugby games for the Texas Rugby Referee Association, a non-investment related activity. This requires minimal time.

Employment History

Current Registrations

Wpwealth LLP

March 2025 - Present · 11 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

June 2021 - March 2025 · 3 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2020 - March 2025 · 4 yrs 5 mos

Wells Fargo Advisors Financial Network, LLCBroker

March 2019 - September 2020 · 1 yr 6 mos

TD Ameritrade, INC.Broker

November 2018 - March 2019 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.