Bryan R. Mcclune

WPWEALTH LLP

Austin, TX 78746

Some features on this profile are disabled

CRD#: 5282382

Professional summary

Bryan Roquemore Mcclune is a registered financial advisor currently at WPWEALTH LLP located in Austin, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Roquemore Mcclune's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2026 - Present

WPWEALTH LLP

Office #1: 3600 N. Capital Of Texas Hwy., Building B, Suite 250, Austin, TX 78746

RIA

CRD#: 145467

Austin, TX

Past

March 13, 2007 - January 27, 2026

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

February 6, 2007 - January 27, 2026

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/14/2022

General Securities Principal Examination

Current Firm

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 259-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II - 09.18.2025 (1/13/2026)

ADV PART II - 01.13.2026 (1/13/2026)

ADV PART II - 09.18.2025 (9/19/2025)

ADV PART II - 05.21.2025 (9/18/2025)

ADV PART II - 03.25.2024 (5/21/2025)

ADV PART II - 07.27.2024 (3/31/2025)

ADV PART II - 04.05.2024 (3/31/2025)

ADV PART II - 03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,581
AUM (Assets Under Management)	$ 1,029,170,419

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan R. Mcclune

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Roquemore Mcclune's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

WPWEALTH LLP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2007

Series 24

Date: 10/14/2022

Current Firm

WPWEALTH LLP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPWEALTH LLP

TRUST BUT VERIFY

Similar Advisors