# WPWealth

WPWealth is a Multi Family Office based in Fort Worth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 2000
- **Assets under management:** Over $1 billion (per firm website, 2024)
- **Website:** wpwealth.com
- **LinkedIn:** https://www.linkedin.com/company/wpwealth-llp/

## Regulatory record

- **CRD number:** 145467
- **SEC file number:** 801-68528
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145467

## About

WPWealth was founded in 2000 by Thomas Rein, then a partner at Whitley Penn LLP. The firm grew from that accounting practice into a registered investment advisor serving multiple families and businesses. WPWealth deploys capital through personalized portfolios built on diversification, global allocation, and cost control. Services span financial planning, insurance placement, estate distribution, and qualified retirement plans. The firm maintains a North American footprint centered on Texas clients. No specific public holdings or co-investors appear in available records. The firm reported $500 million in AUM by 2017 and crossed $1 billion after acquiring Dougherty Wealth Management in 2024. It operates from Fort Worth headquarters plus offices in Dallas, Plano, Austin, Houston, San Antonio, Midland, and Odessa. Bill Weston participates in Leadership Fort Worth Class of 2024. Adjacent vehicles include the Whitley Penn Philanthropic Fund. WPWealth remains tied to its accounting-firm origin through ongoing coordination with tax professionals at Whitley Penn, creating an integrated service model uncommon among standalone RIAs.

## Offices

- Midland, TX
- Odessa, TX
- Dallas, TX
- Plano, TX
- San Antonio, TX
- Austin, TX
- Houston, TX

## People

- Thomas Rein — Founder
- Bill Weston — Partner and Head of the Investments Committee

## Questions

### Who runs investment decisions at WPWealth?

Bill Weston serves as partner and head of the investments committee. Thomas Rein founded the firm in 2000 and has since retired.

### How is WPWealth related to Whitley Penn?

WPWealth was established in 2000 as the wealth management arm of the accounting firm Whitley Penn LLP. The two entities continue to coordinate on tax and planning matters.

### Does WPWealth participate in fund commitments or only direct deals?

The firm focuses on direct portfolio construction for clients rather than fund commitments. It emphasizes evidence-based strategies and cost minimization across individual holdings.

### What investment stages does WPWealth typically target?

WPWealth serves established individuals, families, and businesses. It does not publish stage-specific mandates typical of venture or growth equity investors.

### How does WPWealth source proprietary deal flow?

The firm relies on internal research and relationships developed through its accounting-firm heritage. No external club or network sourcing is described on the website.

## Related profiles

- [Famility](https://altss.com/profile/famility)
- [AWM Capital](https://altss.com/profile/awm-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wpwealth

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