WPWealth Ranks on Accounting Today’s Top Firms by AUM List

WPWealth Ranks on Accounting Today’s Top Firms by AUM List

Fort Worth, TX (July 8, 2024)

WPWealth has ranked #57 in Accounting Today’s Top Firms by AUM List. Accounting Today received over 200 submissions for the 18th annual ranking of CPA firms by assets under management.

“We are incredibly honored to be named to Accounting Today’s Top Firms by AUM list,” stated WPWealth Partners, Shane Miller and Bill Weston. “This recognition serves as a testament to our commitment to providing exceptional financial advisory services for our clients. As we celebrate this milestone, we remain steadfast in our pursuit of continuous, steady growth and look forward to the years ahead.”

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. Accounting Today is sharply focused on the industry’s most important concerns, including tax law, accounting standards, technology, audit and assurance, and wealth management. Its analysis and breaking news, opinion and expert advice, and practical business-building ideas enable partners, principals, and practitioners to make informed decisions about their business and the clients they serve. The Accounting Today community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As accountants optimize their practices – building client relationships, increasing profitability, leveraging new technologies – Accounting Today delivers actionable and insightful content.

About WPWealth LLP

WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.


Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com