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ZV

Zachary A. Van Kirk

WPWEALTH LLP
Fort Worth, TX 76102
Some features on this profile are disabled
CRD#: 7257867
ZV

Professional summary

Zachary Amos Van Kirk is a registered financial advisor currently at WPWEALTH LLP located in Fort Worth, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Zachary Amos Van Kirk'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

July 13, 2022 - Present

WPWEALTH LLP

Office #1: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102
RIA
CRD#: 145467
Fort Worth, 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".
WL
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
(7/13/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2022
Uniform Investment Adviser Law Examination

Current Firm

WL
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)
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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
13

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II - 03.25.2024 (5/21/2025)
ADV PART II - 05.21.2025 (5/21/2025)
ADV PART II - 03.31.2025 (3/31/2025)
ADV PART II - 04.05.2024 (3/31/2025)
ADV PART II - 07.27.2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,581
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.

Company Information

WPWEALTH LLP

CRD#: 145467Fort Worth, TX 76102

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