Anthony Spangenberg
WP Advisors · South San Francisco, California
Anthony Spangenberg is a fee-only financial advisor at WP Advisors in South San Francisco, California. WP Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Anthony →
Who they serve
- Executives
- Founders
- High earners
Facts
| Firm | WP Advisors |
|---|---|
| Based in | South San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $588.9M across 842 accounts |
| SEC registration | Investment adviser representative in CA, NJ, TX · CRD 2131673 |
| Exams passed | Series 63 (1991) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wpadvisorsllc.com |
How Anthony's firm compares
- WP Advisors's average account is about $699,000, from its Form ADV (assets managed divided by 842 accounts).
Request an introduction to Anthony
Tell Anthony a little about what you're looking for. Anthony isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anthony
Is Anthony Spangenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and WP Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, WP Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Anthony Spangenberg based?
Anthony Spangenberg is based in South San Francisco, California.
Is Anthony Spangenberg registered with the SEC?
Yes. Anthony Spangenberg is registered as an investment adviser representative in CA, NJ and TX (CRD 2131673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does WP Advisors manage?
WP Advisors reports $588.9M across 842 accounts in assets under management.
How do I contact Anthony Spangenberg?
Through Anthony's website, www.wpadvisorsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WP Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.