WPWealth

Content rating
Everyone
5+
Downloads
Content rating
Everyone
Learn more
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Screenshot image
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About this app

The WPWealth App allows clients to easily view their account information and access their financial plan, providing a convenient way to manage their financial wellness on the go.
Updated on
Feb 7, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
Content rating
Everyone
Learn more

App support

About the developer
Wpwealth LLP
techconnect@whitleypenn.com
640 Taylor St Ste 2200 Fort Worth, TX 76102 United States
+1 817-807-7835