BBB Accredited Business Profile

WP Advisors, LLC

WP Advisors, LLC

(415) 777-2900

WP Advisors, LLC

17 years in business

201 Mission Street Ste 1930
San Francisco, CA 94105

BBB File Opened: 4/04/2001
Business Started: 3/01/1999
Business Started Locally: 3/01/1999
Type of Entity
Limited Liability Corporation
Business Management
  • Mr. Tony Spangenberg, Co-Founder
  • Mr. Steve Philliber, Co-Founder
  • Ms. Jennifer Cooney, CCO
Contact Information
  • Principal: Mr. Tony Spangenberg, Co-Founder
  • Mr. Steve Philliber, Co-Founder
  • Customer: Ms. Jennifer Cooney, CCO
Business Category
  • Investment Advisory Service
Service Area
USA

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  4

A+

Overview

The firm has provided personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families.

Mon.-Fri. 9am-5pm; After hours by appt.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

WP Advisors, LLC

WP Advisors, LLC

BBB ACCREDITED SINCE 4/01/2001

Customer Review Rating:

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Composite Score:

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