WPA Family Office, LLC

RIASEC Registered

Total AUM

$175M

Discretionary

$134M

76% of AUM

Avg account

$5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 315566
Registered since: July 30, 2021
Website: www.wpafamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.38%
Individuals0.62%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

WPA Family Office, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator serving individual and family clients, using a mix of percentage-of-AUM and fixed-fee billing. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm’s name and service set indicate a family office orientation: it combines bespoke planning and direct portfolio management with manager selection and allocation oversight. WPA is not identified as an active ESG investor, does not operate as a multistate adviser, and does not list pension consulting or related-adviser functions among its activities.