WPWealth Named to Accounting Today’s 2020 “Top Firms by Assets Under Management” List

August 2020 | Posted in WPWealth
WPWealth Named to Accounting Today’s 2020 “Top Firms by Assets Under Management” List

 Fort Worth, TX (June 15, 2020) WPWealth was recently named to Accounting Today’s 2020 “Top Firms by Assets Under Management” or “AUM” list.

The current year marks Accounting Today’s 14th 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 in Accounting Today’s “Top 2020 Wealth Magnets’ $100 Million-Plus Club.” To view the list, click here.

“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.

“We are thankful for this opportunity to show the passion we have for serving our clients,” states Tom Rein, Managing Director at WPWealth. “I am very proud of my team and look forward to seeing what is in store for us in the next year.”

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.

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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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