WPA Family Office, LLC

RIASEC Registered
Total AUM
$175M
Discretionary
$134M
76% of AUM
Avg account
$5M
Accounts
35
Employees
5
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
315566
Registered since
July 30, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.38%
  • Individuals0.62%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

WPA Family Office, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator serving individual and family clients, using a mix of percentage-of-AUM and fixed-fee billing. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm’s name and service set indicate a family office orientation: it combines bespoke planning and direct portfolio management with manager selection and allocation oversight. WPA is not identified as an active ESG investor, does not operate as a multistate adviser, and does not list pension consulting or related-adviser functions among its activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Private Funds 16%, State & Local Bonds 9%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 5%58%
  • Exchange Traded Equities58%
  • Private Funds16%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds6%
  • Public Funds/Mutual Funds6%

Owners & executives

2 of 2
  • Lindsay Ilizaliturri

    Lindsay Ilizaliturri

    VP, Chief Compliance OfficerCRD 7788468

  • Tina Hernandez

    Tina Hernandez

    Chief Operating OfficerCRD 2247905

Contacts

1 of 1
  • Tyler Beeson

    Tyler Beeson

    Founding PartnerCRD 4017626

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
12240 Inwood Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth