Christopher W Peters
Investment adviser representative at Wpwealth LLP
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
18 yearsFirm in business
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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 LLPFeb 2025 to now
- Fidelity InvestmentsSep 2024 to Feb 2025
- Shinsei RestaurantJul 2024 to Aug 2024
- University of MiamiAug 2023 to Jul 2024
- Ben E Keith CompanyMay 2023 to Aug 2023
- University of MiamiAug 2022 to Apr 2023
- Ben E Keith CompanyMay 2022 to Aug 2022
- LiquorsplitJan 2022 to May 2022
- University of MiamiAug 2021 to Apr 2022
- Ben E KeithMay 2021 to Aug 2021
- University of MiamiAug 2019 to Apr 2021
- Moody Family YmcaJun 2018 to Aug 2019
- Highland Park Independent School DistrictJan 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7987116
- Firm CRD
- 145467