WPA Family Office, LLC

Overview

WPA Family Office, LLC is a limited liability company operating as an independent SEC-registered RIA since 2021. The firm serves individual and family clients and positions itself as a capital allocator, combining portfolio management and financial planning with the selection of third-party advisers. Its fee model mixes AUM-based charges and fixed fees. Advisory services explicitly include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. The firm is not identified as an active ESG investor and does not list pension consulting or multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives