WPG Advisers, LLC
WPG Advisers, LLC is a Baltimore-based registered investment adviser founded in 2017 and registered in 2018. The firm is privately owned by Todd Paradise and Steven Gessner. WPG operates as part of the WPG Financial Group, focusing on providing investment advisory, financial planning, and consulting services primarily to individuals (including high net worth individuals) and select institutions. As of March 2025, the firm has 8 employees and manages $356.3 million in assets. Its approach emphasizes a boutique, fiduciary-oriented wealth management model, serving clients’ investment and financial planning needs with personalized attention.
Investment Strategy
WPG Advisers, LLC provides both discretionary and non-discretionary investment advisory services, primarily to individual and high net worth clients, as well as limited institutional accounts. The firm charges a fee based on a percentage of assets under management, generally capped at 1%. WPG also offers stand-alone financial planning and consulting services on request. Investment strategies are tailored to client goals and risk tolerances, utilizing diversified portfolios and continuous financial planning to support long-term wealth preservation and growth. As fiduciaries, WPG prioritizes understanding each client's circumstances to deliver customized advice and portfolio solutions.
Top Holdings
Equity Positions (1,413)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 7.71% | $9.1M | 16,575 | $511.23 | $551.64 | +$1.3M |
I IQLT | ISHARES TR | 5.05% | $6.0M | 138,431 | $37.80 | $43.22 | +$848.4K |
I IVV | ISHARES TR | 4.74% | $5.6M | 9,057 | $584.48 | $620.90 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 3.77% | $4.5M | 152,992 | $27.09 | $29.21 | +$2.1M |
S SCHD | SCHWAB STRATEGIC TR | 3.74% | $4.4M | 167,206 | $27.32 | $26.50 | -$431.9K |