# WPA Family Office, LLC

> WPA Family Office, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 315566
- Filed as: WPA FAMILY OFFICE, LLC
- Also doing business as: WPA FAMILY OFFICE & PRIVATE WEALTH, WPA PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315566
- AdvisorCensus page: https://advisorcensus.com/firm/wpa-family-office-llc-dallas-tx-315566

## Quick answers

**How is WPA Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WPA Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does WPA Family Office, LLC charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Subscription: $5,000 to $120,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is WPA Family Office, LLC located?**
WPA Family Office, LLC's principal office is in Dallas, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is WPA Family Office, LLC registered with the SEC or a state?**
WPA Family Office, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315566.

**How much does WPA Family Office, LLC manage?**
WPA Family Office, LLC reports $175,198,734 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (76% discretionary).

**How have WPA Family Office, LLC's assets and staff changed since 2021?**
In the Form ADV data for WPA Family Office, LLC: Regulatory assets under management: $0 in the October 2021 data and $175,198,734 in the October 2026 data. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WPA Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21).

**Which custodians does WPA Family Office, LLC use?**
WPA Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does WPA Family Office, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315566

**Does WPA Family Office, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "WPA generally does not impose a minimum relationship size, however its services are tailored to high net worth investors."

**What changed in WPA Family Office, LLC's recent Form ADV filings?**
In the August 2026 filing data: No longer lists an office in Frisco, TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> WPA generally does not impose a minimum relationship size, however its services are tailored to high net worth investors.

- Minimum annual fee: $10,000

> The Advisor requires a minimum annual fee of $10,000, which may be reduced at the sole discretion of the Advisor.

- Subscription: $5,000 to $120,000 a year (financial planning services)

> WPA offers financial planning services for as an ongoing engagement. Fees range from $5,000 to $120,000 annually, depending on the scope and complexity of the services to be provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,198,734
- Discretionary: $133,572,559
- Non-discretionary: $41,626,175

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,094,348 |
| High net worth individuals | 21 | $174,104,386 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- wpafamilyoffice.com
- Facebook @tylerbeeson.wpafamilyoffice
- Instagram @tylerbeeson.wpafamilyoffice
- LinkedIn @wpafamilyoffice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | August 31, 2021 |
| October 2022 | $135,975,850 | 4 | September 8, 2022 |
| October 2023 | $116,214,175 | 4 | July 25, 2023 |
| October 2024 | $142,138,579 | 6 | August 13, 2024 |
| October 2025 | $157,282,742 | 5 | March 14, 2025 |
| October 2026 | $175,198,734 | 5 | September 18, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $175,198,734 in the October 2026 data.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists an office in Frisco, TX.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $157,282,742 to $175,198,734 (+11%).
- Employees performing advisory functions went from 2 to 1.
- Added an office in Scottsdale, AZ.
- No longer lists an office in Phoenix, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WPA Family Office, LLC (CRD 315566): Form ADV filing data as of October 2026.