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Vanessa Leigh Renna

WPA FAMILY OFFICE, LLC·DALLAS, Texas
Unclaimed Profile
12240 INWOOD ROAD, DALLAS, TX 75244CRD# 7405120Firm CRD# 315566
01

About

Vanessa Leigh Renna is a registered financial advisor based in DALLAS, Texas, affiliated with WPA FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WPA FAMILY OFFICE, LLC
WPA FAMILY OFFICE, LLC
AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WPA FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7405120
Firm CRD# 315566
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vanessa Leigh Renna offer?
Vanessa Leigh Renna specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Vanessa Leigh Renna's credentials?
Vanessa Leigh Renna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vanessa Leigh Renna located?
Vanessa Leigh Renna is based in DALLAS, Texas, working with WPA FAMILY OFFICE, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Vanessa Leigh Renna charge for services?
Vanessa Leigh Renna's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WPA FAMILY OFFICE, LLC?
WPA FAMILY OFFICE, LLC has approximately 6 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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