South San Francisco, CA Office

WP Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities, offering personalized portfolio management, retirement account advice and financial analyses. The firm reports it manages approximately $589 million in client assets and serves clients on both discretionary and non-discretionary bases.

WP develops customized portfolios after assessing clients’ goals, risk tolerance and financial circumstances, and employs fundamental analysis alongside a mix of strategies that can include long- and short-term equity positions, option writing and margin trading where appropriate. Accounts are monitored and periodically reviewed, and clients receive regular reporting including quarterly account packets and billing statements.

Notable characteristics include a relatively high AUM per advisor — the firm manages substantial assets with a small advisory staff — and a recent increase in its minimum account size to $1,000,000, indicating a focus on larger managed accounts. WP does not accept performance-based fees, does not vote proxies on clients’ behalf, and recommends a primary custodian (Charles Schwab) through which it accesses institutional trading and support services.