WPA FAMILY OFFICE, LLC
Adviser information for WPA FAMILY OFFICE, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 171 | $142.1M |
| Non-Discretionary | 0 | $0 |
| Total | 171 | $142.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $3.1M |
| HNW Individuals | 28 | $139.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121953 |
|---|---|
| SEC ERA File Number | 801-121953 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315566 |
| Legal Entity Identifier | None |
Principal Office
12240 INWOOD ROADSUITE 230
DALLAS
TX
United States
Monday - Friday, BY APPOINTMENT
Tel: (214) 945-0888, Fax: None
Chief Compliance Officer
LINDSAY P. ILIZALITURRI
SENIOR VICE PRESIDENT
12240 INWOOD ROAD
SUITE 230
DALLAS
TX
United States
Tel:
(214) 945-0888
L******@******************M
(Full email address available in API data)
Regulatory Contact
TYLER G. BEESON
FOUNDING PARTNER
12240 INWOOD ROAD
SUITE 230
DALLAS
TX
United States
Tel:
(214) 945-0888
T****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEESON, TYLER, GREGORY | Individual | – | MANAGING MEMBER / FOUNDING PARTNER | 06/2021 | < 5% |
| TGB CAPITAL, LLC | Domestic Entity | – | MANAGING MEMBER | 07/2021 | > 75% |
| BEESON, TYLER, GREGORY | Individual | TGB CAPITAL, LLC | MANAGING MEMBER | 07/2021 | > 75% |
| Ilizaliturri, Lindsay | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | 06/2023 | < 5% |