WP Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,114,393
Clients
177
Advisors
3
of 4 employees
About
Wealth Planning Asset Management LLC (d/b/a WP Asset Management) provides discretionary and non‑discretionary portfolio management and wealth‑planning services for individuals, including high‑net‑worth clients, as well as pension and profit‑sharing plans, corporations, and charitable organizations. The firm prepares individualized Investment Policy Statements to document goals, risk tolerance and constraints, and tailors investment programs to each client's circumstances; it may also engage third‑party advisers to manage portions of client assets.
WP Asset Management combines modern portfolio theory with multiple methods of analysis—fundamental, technical, charting, cyclical and quantitative—and generally operates under discretionary authority documented in each client’s Investment Policy Statement. Its strategies include long‑term management as well as use of margin and options, and it invests across a broad set of instruments including mutual funds, fixed income, ETFs, REITs, private equity, hedge funds, annuities and private placements.
The firm reports serving banking or thrift institutions in addition to individual and institutional clients, a client segment that is uncommon among peers. Operationally, WP Asset Management requires custody through Schwab Institutional, may receive research or other soft‑dollar benefits from custodians, and assigns all client accounts to a single designated reviewer for at least quarterly oversight.
Client services
Expertise
Fee options
$250,000 - $10,000,000: 2.50% $10,000,001 - $25,000,000: 2.00% $25,000,001+: 1.50%
Main office
302 Us 202
Bedminster NJ 07921
Advisors at this office
3
Most active in
California · New Jersey · New York · Texas · Washington
Also doing business as
Wealth Planning Asset Management LLC · Wealth Planning Asset Management Limited Liability Company · Wp Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Darsh S
Series 65
Bedminster, NJ
WP Asset Management
Darsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.
Manan C
Series 65
Bedminster, NJ
WP Asset Management
Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.
Sekhar V
CFP®, ChFC®, Series 63
Bedminster, NJ
WP Asset Management
Sekhar Vemparala is a financial advisor at WP Asset Management with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wealth Planning Advisory Group since 2008. He serves on the board of directors for the Eye Foundation of America, a community and charitable organization. WP Asset Management provides discretionary portfolio management and investment-advisory services to individuals, institutions, and charitable organizations. The firm customizes investment strategies using various analytical methods and invests across diverse asset classes, maintaining a flexible approach tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)