Whitley Penn Financial Named Among the Top 150 Firms by AUM

August 2018 | Posted in Asset Management, Wealth Management, Whitley Penn, Whitley Penn Financial, Whitley Penn Financial Servies
Asset Management, Wealth Management, Whitley Penn, Whitley Penn Financial, Whitley Penn Financial Servies

Fort Worth, TX – (August 3, 2018) Whitley Penn Financial has been named among the top 150 accounting firms ranked according to Assets Under Management, in Wealth Magnets: The Top 150 Firms by AUM, A Supplement to Accounting Today.

“We are honored to be named among the top Wealth Magnets. Accounting Today publishes a highly regarded list of firms, and we look forward to continued growth in the future,” stated Tom Rein, CPA, PFS and Managing Director of Whitley Penn Financial.

Since December of 2017, financial planners have been tasked with pinpointing the implications of the change in Tax Laws and Job Acts. However, the publication states that “as accountants, the Wealth Magnets are particularly attuned to the tax issues related to financial planning”.

According to the publication, Whitley Penn ranks 29th in the 500 million dollar-plus clubs.

Assets Under Management data was provided to Accounting Today by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.

About Whitley Penn Financial, LLP

Whitley Penn Financial, LLP is a Registered Investment Adviser with the Securities and Exchange Commission and offers high-quality financial services to a wide range of clients. Established in 2000 by Tom Rein, a partner at the accounting firm Whitley Penn, LLP, Whitley Penn Financial is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on Whitley Penn Financial, LLP, please visit wpwealth.com.

# # #

About WPWealth LLP Contact WPWealth LLP

WPWealth LLP ("WPWealth") is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, WPWealth is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on WPWealth LLP, please visit WPWealth.com

email icon

Contact Us

We’d love to hear from you! Contact WPWealth with any questions or for more information.

  • All Fields Required
  • This field is for validation purposes and should be left unchanged.

 

 Join the Team Small Screens Contact Us Small Screens Join the Team Large Screens Contact Us Desktop Large Screens