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WPA FAMILY OFFICE, LLC
CRD 315566 · SEC 801-121953
12240 INWOOD ROAD, SUITE 230, DALLAS, TX, 75244, United States
Phone
(214) 945-0888
Fax
(214) 451-2221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.2M
Discretionary AUM
$133.6M
Team
5 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $174.1M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD