Todd C Williams
Investment adviser representative at Wpwealth LLP
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wpwealth LLPSep 2026 to now
- PNCApr 2026 to Jun 2026
- Osaic Wealth, Inc.Sep 2023 to Mar 2026
- Charles R. Green & AssociatesSep 2018 to Mar 2026
- Sagepoint Financial, Inc.Sep 2018 to Sep 2023
- Waterway Wealth Managment, LLC.Oct 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpwealth LLP
$1.2BAssets managed
512Clients
14Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5509257
- Firm CRD
- 145467