Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > WPA FAMILY OFFICE, LLC
WPA FAMILY OFFICE, LLC
12240 Inwood Road
Suite 230
Dallas, Texas 75244
Tel: (214) 945-0888
About WPA FAMILY OFFICE, LLC
WPA FAMILY OFFICE, LLC, formally registered with the SEC as WPA FAMILY OFFICE, LLC. The firm was established in 07/30/2021. They have over 3 offices throughout the country.
WPA FAMILY OFFICE, LLC is a Dallas, Texas based Financial Planning firm with nearly $142,138,579 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315566 |
| SEC# | 801-121953 |
| Assets Managed by Firm | $142,138,579 |
| No. of Clients | 171 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 171 | $142,138,579 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $3,132,112 |
| High net worth individuals | 28 | $139,006,467 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas