WP Advisors, LLC
WP Advisors, LLC is a boutique wealth management and investment advisory firm headquartered in San Francisco, California, serving high net worth individuals, families, professionals, executives, and business owners. Founded in 1999, the firm provides comprehensive financial planning and personalized investment advice. WP Advisors emphasizes blending strategic investment management with holistic financial planning. As a small firm, it offers a highly personalized client experience and prioritizes transparency and service. The firm employs fewer than 25 professionals.
Investment Strategy
WP Advisors, LLC employs a client-focused investment strategy that integrates strategic investment management with thorough financial planning. The firm customizes portfolios for each client, considering individual financial goals, risk tolerance, and time horizons. They specialize in serving high net worth individuals with tailored retirement strategies, wealth planning, and long-term investment approaches. Their philosophy is to blend risk management, portfolio diversification, and transparent advice to help clients achieve sustained financial growth and security.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.56% | $41.5M | 163,090 | $36.33 | $254.63 | +$8.0M |
V VB | VANGUARD INDEX FDS | 8.48% | $33.4M | 131,259 | $231.55 | $254.28 | +$698.6K |
G GOOG | ALPHABET INC | 7.27% | $28.6M | 117,454 | $103.00 | $243.55 | +$8.0M |
M META | META PLATFORMS INC | 6.73% | $26.5M | 36,063 | $253.76 | $734.38 | -$741.9K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.51% | $25.6M | 50,920 | $175.27 | $502.74 | +$764.0K |