WPWealth
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5908 Headquarters Dr Ste 300, Plano, Tex...Phone Number
(469) 776-3610Website
www.wpwealth.comRevenue
<$5 MillionIndustry
About WPWealth
WPWealth is a registered investment advisor specializing in comprehensive wealth management solutions, including financial planning, investments, insurance services, estate planning, and retirement plans. With over $1 billion in assets under management, the firm is recognized as a top wealth management provider in North Texas, ranking #17 on the Dallas Business Journal's list. WPWealth is dedicated to offering personalized financial guidance tailored to clients' unique goals and aspirations, ensuring confidence in achieving financial objectives. The firm operates eight locations throughout Texas, providing local expertise and exceptional service.Explore more
WPWealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
TG
Thomas GraffeoFounder & Certified Financial Planner (Cfp) & Certified Investment Management Analyst (Cima)
WPWealth Tech Stack
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WPWealth is a registered investment advisor specializing in comprehensive wealth management solutions, including financial planning, investments, insurance services, estate planning, and retirement plans. With over $1 billion in assets under management, the firm is recognized as a top wealth management provider in North Texas, ranking #17 on the Da... Read More
