WPA FAMILY OFFICE, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 315566). Regulatory assets under management: $175.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Tyler Gregory Beeson | MANAGING MEMBER; MANAGING MEMBER / FOUNDING PARTNER | — |
| Lindsay P Ilizaliturri | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| Brandon Garrett Searcy | MANAGING DIRECTOR, WEALTH ADVISOR | — |
| Tina Louise Hernandez | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| WHITE CAROL A | MANAGING DIRECTOR, WEALTH ADVISOR & PORTFOLIO MANAGER | — |
| BEESON TYLER GREGORY | MANAGING MEMBER; MANAGING MEMBER / FOUNDING PARTNER | — |
| Ayoub Vanessa Leigh Renna | CHIEF COMPLIANCE OFFICER | — |
| RENNA VANESSA LEIGH | CHIEF COMPLIANCE OFFICER | — |
| Senter Matthew Stephen | CHIEF COMPLIANCE OFFICER | — |
| Ilizaliturri Lindsay | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| ILIZALITURRI LINDSAY P | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| SEARCY BRANDON GARRETT | MANAGING DIRECTOR, WEALTH ADVISOR | — |
| HERNANDEZ TINA LOUISE | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SCOTTSDALE | AZ | 1 | (602) 837-3838 |