Christopher W. Peters

WPWEALTH LLP

Dallas, TX 75225

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CRD#: 7987116

Professional summary

Christopher W Peters, who also goes by Christopher Peters, is a registered financial advisor currently at WPWEALTH LLP located in Dallas, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Peters

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 Christopher W Peters'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

May 3, 2025 - Present

WPWEALTH LLP

Office #1: 8343 Douglas Avenue, Suite 400, Dallas, TX 75225

RIA

CRD#: 145467

Dallas, TX

Past

November 28, 2024 - February 21, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, 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
(5/3/2025)

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 65

Date: 5/2/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/27/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/17/2024

Securities Industry Essentials 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)

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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

SEC notice filing (1 States and Territories)

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 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.

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Christopher W. Peters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher W Peters's CRS (Customer Relationship Summary).

Certified licenses

Experience

WPWEALTH LLP

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WPWEALTH LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2025

Series 63

Date: 12/16/2024

Series 7TO

Date: 11/27/2024

SIE

Date: 10/17/2024

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

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