WPWealth Named Among the 2019 “Top Firms by Assets Under Management” on Accounting Today

June 2019 | Posted in Asset Management, Wealth Management, Whitley Penn, WPWealth
Asset Management, Wealth Management, Whitley Penn, WPWealth

 Fort Worth, TX (June 17, 2019) WPWealth, formerly known as Whitley Penn Financial, has been named among the 2019 “Top Firms by Assets Under Management” or “AUM” on Accounting Today.

The current year marks Accounting Today’s 13th annual report of the top Certified Public Accountant (CPA) firms ranked by AUM in the nation.  AUM, or Assets Under Management, measures the total market value of all financial assets within a financial organization.  WPWealth is ranked 21st in Accounting Today’s Top 2019 Wealth Magnets’ $500 Million-Plus Club with an AUM of over $590,000,000.

“Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential,” articulates Accounting Today.

Audit Analytics, an online intelligence service that provides detailed research on over 150,000 audits and more than 10,000 accounting firms, provided AUM data for Accounting Today’s report.

About Accounting Today

Accounting Today is the leading information resource for public accountants – serving the community of professionals who provide tax preparation, bookkeeping, auditing, financial planning, and business advisory and consulting services to individuals and small businesses.


Kristen Lollar
Director of Marketing 469.776.3645 Kristen.Lollar@whitleypenn.com Plano
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

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