| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Garrett Searcy | Managing Director, Wealth Advisor | Under 5% | 2024 |
| Lindsay P Ilizaliturri | Chief Compliance Officer, Vice President | Under 5% | 2023 |
| Tgb Capital, LLC Control | Managing Member | Over 75% | 2021 |
Wpa Family Office, LLC reports $157.3 million in regulatory assets under management on its Form ADV.
Wpa Family Office, LLC reports 5 employees.
Wpa Family Office, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Wpa Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12240 Inwood Road, Suite 230, Dallas, TX 75244 |
| Phone | (214) 945-0888 |
| Fax | (214) 451-2221 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $157.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $157.3M |