WPA FAMILY OFFICE, LLC

Overview

WPA Family Office, LLC is an independent Registered Investment Adviser that operates like a small family office for high-net-worth individuals and families. The firm registered with the SEC in 2021 and identifies as a capital allocator that combines direct portfolio management with the selection and oversight of third‑party advisers. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and sourcing outside managers when needed. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Investmently, WPA Family Office tilts toward public equities as its primary exposure, while maintaining access to alternative strategies through third‑party hedge funds. It is not positioned as an ESG-focused allocator, and it concentrates its custodial relationships rather than dispersing assets across many platforms. The firm’s structure and name indicate an emphasis on family office-style services — customized planning, multi-account coordination and manager selection for family portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices