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Zachary Amos Van kirk

Investment adviser representative at Wpwealth LLP
11 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

11 years in the industry.

  1. Wpwealth LLPJun 2021 to now
  2. Northwestern MutualJun 2020 to Jun 2021
  3. Texas Tech UniversityApr 2020 to Jun 2020
  4. HayashiJan 2020 to Apr 2020
  5. 4ore GolfApr 2019 to Jan 2020
  6. Texas Tech UniversityAug 2018 to Apr 2019
  7. SisdMay 2018 to Aug 2018
  8. Texas Tech UniversityJun 2017 to May 2018
  9. North Rig GrillJun 2016 to Jun 2017
  10. Lecrone Law FirmJun 2015 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7257867
Firm CRD
145467
Advisor's SEC record (opens in a new tab)
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