RIA Intel›Advisers›Ohio›WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

Advisory

Y·YOUNGSTOWN, OH

Data as of Oct 10, 2014 · Source: SEC Form ADV

Total AUM

$462M

1-Year AUM Growth

0.0%

3-Year CAGR

+11.0%

Employees

210

Assets Under Management

Total AUM$462M

Discretionary AUM$77M

Non-Discretionary AUM$385M

Discretionary %16.7%

Total Clients—

Team

Total Employees210

Investment Advisers335

Employee Growth (1Y)—

Filing History

Total Filings on Record47

First FilingMar 29, 2001

Latest FilingOct 10, 2014

🔒 Full AUM trend chart and 47 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WRP INVESTMENTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.