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WPA FAMILY OFFICE, LLC

DALLAS, TX · CRD 315566 · IAPD ↗ · wpafamilyoffice.com · (214) 945-0888

$175.2MRegulatory AUM
1Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — WPA FAMILY OFFICE, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — WPA FAMILY OFFICE, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.