Wealth Manager
    SEC Registered

    L. Roy Papp & Associates, LLP

    Registered investment advisor · Phoenix, Arizona · CRD #105130

    Assets Under Management
    $1.6B
    Client Accounts
    1,847
    Employees
    10
    CRD Number
    105130
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About L. Roy Papp & Associates, LLP

    L. Roy Papp & Associates, LLP is a SEC-registered investment advisory firm founded in 1978, offering fee-based services with no sales commissions. It has 11 partners, including 8 CFA® charterholders and 1 CPA. The firm is based in Phoenix, Arizona.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for L. Roy Papp & Associates, LLP

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is L. Roy Papp & Associates, LLP's AUM?

    L. Roy Papp & Associates, LLP reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is L. Roy Papp & Associates, LLP headquartered?

    L. Roy Papp & Associates, LLP is headquartered in Phoenix, Arizona.

    What is L. Roy Papp & Associates, LLP's CRD number?

    L. Roy Papp & Associates, LLP's CRD number is 105130. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does L. Roy Papp & Associates, LLP manage?

    L. Roy Papp & Associates, LLP manages approximately 1,847 client accounts according to its latest SEC filing.

    Is L. Roy Papp & Associates, LLP SEC registered?

    Yes, L. Roy Papp & Associates, LLP is registered with the SEC as an investment adviser with an approved registration status.

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