A complete list of active advisors currently associated with WP Asset Management

Warmer can help you find a great advisor at WP Asset Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at WP Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.