Whitley PENN Financial LLP

WPWEALTH, LLP, formerly known as Whitley PENN Financial LLP, is a Texas-based Limited Liability Partnership with eight employees, all serving in advisory roles. While the number of clients served by the firm is unknown, its SEC status is reported as approved, with a registration date of January 2, 2008.

• CECIL WAYNE JONES

  LIMITED PARTNER owns more than 5% but less than 10%

• FELIX JOSEPH LOZANO

  LIMITED PARTNER owns more than 5% but less than 10%

• JAMES CHARLES PENN

  LIMITED PARTNER owns more than 5% but less than 10%

• JEFFRY SHANNON LAWLIS

  LIMITED PARTNER owns more than 5% but less than 10%

• JOHN WESTLEY VALLANCE

  LIMITED PARTNER owns more than 5% but less than 10%

• JON PETER KARP

  LIMITED PARTNER owns less than 5%

• LARRY GENE AUTREY

  LIMITED PARTNER owns more than 5% but less than 10%

• MARK ALLEN TOPEL

  LIMITED PARTNER owns more than 5% but less than 10%

• MATTHEW ALOIS REITER

  LIMITED PARTNER owns more than 5% but less than 10%

• MICHAEL ROBERT BODWELL

  LIMITED PARTNER owns more than 5% but less than 10%

• NATHEN MCEOWN

  LIMITED PARTNER owns less than 5%

• RANDALL ALLEN GREGG

  LIMITED PARTNER owns more than 5% but less than 10%

• REBECCA JANINE SIERP

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SCOTT ALAN MAYFIELD

  LIMITED PARTNER owns more than 5% but less than 10%

• THOMAS JEFFREY REIN

  MANAGING DIRECTOR/LIMITED PARTNER owns more than 5% but less than 10%

• TOBY JAMES COTTON

  LIMITED PARTNER owns more than 5% but less than 10%

• WHITLEY PENN, L.L.P.

  GENERAL PARTNER owns less than 5%

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