WPA FAMILY OFFICE, LLC

DALLAS, Texas·7 registered advisors·CRD# 315566
SEC# 801-1219532(214) 945-0888
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WPA FAMILY OFFICE, LLC

7 registered advisors
Brandon Garrett Searcy
DALLAS, Texas
James A. White
DALLAS, Texas
Lindsay P Ilizaliturri
DALLAS, Texas
Matthew Stephen Senter
DALLAS, Texas
Tina Louise Hernandez
DALLAS, Texas
Tyler Gregory Beeson
DALLAS, Texas
Vanessa Leigh Renna
DALLAS, Texas
05

Office Locations

DALLAS, Texas
7 advisors

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Data sourced from SEC Form ADV filings. WPA FAMILY OFFICE, LLC (CRD# 315566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.