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WPA FAMILY OFFICE, LLC

dba WPA FAMILY OFFICE, LLC · CRD 315566 · Registered Investment Adviser

WPA FAMILY OFFICE, LLC is a Registered Investment Adviser headquartered in DALLAS, TX. The firm reports $175,198,734 in regulatory assets under management across 35 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$133,572,559
Non-discretionary$41,626,175
Total RAUM$175,198,734
Accounts35

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 315566. adviserinfo.sec.gov/firm/summary/315566.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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