Wp Advisors, LLC

WP Advisors, LLC is an independent investment advisory firm based in San Francisco, California, registered with the SEC since 2004. Founded in 1999 by Anthony M. Spangenberg and Stephen D. Philliber, the firm offers personalized investment management services, including financial planning, retirement asset advisory, and investment advice on various securities. Clients' assets, totaling approximately $505,734,475 as of December 31, 2024, are managed on either a discretionary or non-discretionary basis. The firm charges investment management fees based on a percentage of assets under management, with a minimum account size requirement of $500,000. Fees are billed quarterly and deducted from client accounts. WP Advisors does not accept performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. Clients have the option to place reasonable restrictions on investments made on their behalf. WP Advisors employs fundamental analysis for security analysis and offers investment strategies such as long-term and short-term purchases, options, and margin transactions. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker, providing clients with access to institutional services. WP does not vote proxies on behalf of clients and does not handle class action settlements. The firm maintains strict privacy policies and handles client complaints through its Chief Compliance Officer.