Verified 10 Nov 2026
WPA Family Office, LLC
WPA Family Office, LLC is an independent wealth management firm headquartered in Dallas, Texas, with further offices in Frisco and Phoenix, that offers a multi-family office team for hire. It works with families and professionals holding $5 million to $1 billion in investable assets, covering portfolio management, direct private equity access, tax planning and estate guidance. Its Form ADV filed on 18 September 2026 reported $175 million in regulatory assets for 21 clients.
- Type
- Multi-family office
- Location
- Dallas, Texas, United States
- Sectors
- Public equities, Private funds, Fixed income, Direct investments, Private equity
- Fund size / AUM
- $175M regulatory AUM (Form ADV, filed 2026-09-18)
- Latest fund or filing
- 18 Sep 2026
- Website
- wpafamilyoffice.com
Contacts on file
For WPA Family Office, LLC, the paid file holds: 2 named decision-makers with roles; firm contact email; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/315566
- reports.adviserinfo.sec.gov/reports/ADV/315566/PDF/315566.pdf
- www.wpafamilyoffice.com/
- wpafamilyoffice.com/
- www.wpafamilyoffice.com/our-services
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 13 lists
Family offices in Dallas-Fort Worth (23)Family offices in Texas (45)US family offices that invest in private funds (85)US family offices that invest in direct deals in private companies (90)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)US family offices that invest in private equity (111)Family offices that invest in direct deals in private companies (143)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)