A complete list of active advisors currently associated with WAPG, LLC

Warmer can help you find a great advisor at WAPG, LLC or one who fits your needs even better.

WAPG primarily provides investment management to pension and profit‑sharing plans, charitable organizations, corporations and other pooled or institutional clients, and also offers financial planning and consulting services to individuals and families. While percentage‑of‑AUM advisory arrangements are part of its programs, the brochure indicates the firm will accept individual clients and may make exceptions to its stated account policies. The firm’s investment approach emphasizes long‑term, fundamentally driven analysis and diversified asset allocation, offering both capital appreciation and capital preservation strategies tailored to client objectives. With client consent, WAPG may also implement shorter‑term trades, options or margin strategies and recommends custodians such as TD Ameritrade, Pershing and Schwab for account custody. A distinctive feature disclosed in the brochure is that WAPG and its management are licensed insurance agents and sell insurance products for commission and potential incentive awards, an additional revenue source that the firm identifies as a possible conflict of interest and that is uncommon for managers focused on pooled or institutional assets. The firm also combines AUM fees with fixed‑fee and hourly financial‑planning engagements and states it does not accept performance‑based fees or take custody of client assets, a mix of fee models and operational practices that differs from many peers.

To learn more about the advisors currently working at WAPG, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.