Key facts
- WP ASSET MANAGEMENT is a other based in BEDMINSTER, NJ.
- WP ASSET MANAGEMENT reports $2.3M in regulatory assets under management, per its SEC Form ADV (2025-09).
Registered with the SEC
Form ADV · 2025-09 · CRD 279034- Regulatory AUM
- $2.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- BEDMINSTER, NJ
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WP ASSET MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WP ASSET MANAGEMENT's AUM?
- WP ASSET MANAGEMENT manages approximately $2.3M in assets.