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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WPG Advisers have?","answer":"WPG Advisers has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WPG Advisers invest in?","answer":"At the end of its last fiscal year, WPG Advisers’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 5% other, 3% cash and equivalents, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds. The 5% other category is described as: Structured Notes and Pe/PD Investments. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WPG Advisers?","answer":"WPG Advisers’ direct owners are Steven Gessner (50% to 75%) and Todd Paradise (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WPG Advisers get paid?","answer":"WPG Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}