Wpa Family Office, LLC
Wpa Family Office, LLC (CRD# 315566) is a financial advisory firm headquartered in Dallas, TX. They manage $142,138,579 in 171 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management142MILLION
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Total Number of Accounts171ACCOUNTS
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Average Account Value$831,220
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Wpa Family Office, LLC
1
Tyler Beeson (CRD# 4017626) is an Investment Advisor Representative working at Wpa Family Office, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
2
James White (CRD# 4828275) is an Investment Advisor Representative working at Wpa Family Office, LLC in Dallas, TX and has 1 year of experience in the finance industry.
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