WPWealth Surpasses $1 Billion in Assets Under Management (AUM)

Fort Worth, TX  –  (January 30, 2025)

WPWealth Group has surpassed a significant milestone of $1 billion in Assets Under Management (AUM).

This achievement marks a testament to the trust and confidence that clients have placed in the firm, as well as the dedication and hard work of the WPWealth team. “We are thrilled to reach this monumental milestone,” said Shane Miller, WPWealth Partner. “Our commitment to providing unparalleled service and delivering exceptional financial results has been the cornerstone of our success. This accomplishment not only reflects the loyalty of our clients but also our relentless drive to better serve them.”

Bill Weston, WPWealth Partner, added, “Achieving $1 billion in AUM is a remarkable achievement for our firm. It highlights our team’s dedication and the strong relationships we have built with our clients. We are excited to continue offering tailored solutions that meet the unique needs of each individual, family, and business we serve.”

Since its inception, WPWealth has been dedicated to helping clients achieve their financial goals through comprehensive and personalized wealth management services. The firm’s innovative approach and client-centric philosophy have consistently set it apart in the competitive financial industry.

As WPWealth continues to grow and evolve, its dedication to providing personalized solutions for each client’s unique needs remains unwavering. The firm is excited to build on this success and is committed to maintaining the highest standards of excellence in the management of its clients’ assets.

About WPWealth LLP

WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.

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