WPA Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$175,198,734
Clients
21
100% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
Very LowAverage account size
$8,342,797
About
WPA Family Office, LLC d/b/a WPA Private Wealth Management provides investment management and financial planning to individuals, high‑net‑worth families, trusts, estates and businesses. The SEC‑registered adviser manages about $175 million in client assets across a relatively small roster of relationships and offers discretionary and non‑discretionary portfolio management, financial planning, and referrals to unaffiliated specialists or independent managers.
The firm constructs customized portfolios using ETFs, mutual funds and individual equities and generally pursues a long‑term investment focus while remaining willing to reallocate or trade on shorter time horizons as client needs or market conditions dictate. WPA uses a mix of fundamental and technical analysis, implements strategic asset allocation and monitoring, and acts as a fiduciary in developing client strategies and acceptable investment restrictions.
Compared with peers, WPA combines a concentrated client base with an institutional relationship with Charles Schwab through Schwab Advisor Services — a relationship the brochure discloses provides software, custodial and other economic benefits to the firm. The firm’s disclosure also indicates its marketing materials (including the website referenced in the brochure) include client testimonials and third‑party ratings, and it operates as a subsidiary of TGB Capital, LLC while maintaining oversight of any recommended independent managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $30,000,000: 0.80% $30,000,001 - $50,000,000: 0.75% $50,000,001+: 0.70%
Minimum fee: Minimum annual client fee of $10,000 (may be reduced at the sole discretion of the Advisor) Fee-only: Financial planning fees range from $5,000 to $120,000 annually depending on scope and complexity
Main office location
WPA Family Office, LLC
12240 Inwood Road, Suite 230
Dallas TX 75244, United States
Number of offices
3
Most active in
WPA Family Office, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
LinkedIn
Facebook
Instagram
Website
(214) 945-0888
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