Wmp LLC is a large advisory firm based in Denver. It manages $579.03 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Colorado.
Wmp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wmp LLC is $579.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wmp LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wmp LLC is owned by David Paul Prokupek. John Murrell Moore joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wmp LLC performs its advisory services is located at 1515 Arapahoe Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-592-3810 or by fax 866-606-2421. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.