James Patrick Gonzales
Investment adviser representative at Wpwealth LLP
10 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
10 years in the industry.
- Wpwealth LLPSep 2026 to now
- Optimus Capital Advisors, LLCApr 2025 to now
- Charles Schwab & Co., Inc.Jan 2018 to Apr 2025
- US TrustAug 2017 to Jan 2018
- Heartland It ConsultingMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
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
- 6903104
- Firm CRD
- 145467