WPA FAMILY OFFICE, LLC
CRD #315566 SEC #801-121953 DALLAS, TX (214) 945-0888
SEC Registered
Total AUM
$157.3M
Discretionary
$157.3M
Employees
5
Clients
25
Accounts
187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.3M | $157.3M | $0 | 5 | 0 |
| Aug 2024 | $142.1M | $142.1M | $0 | 6 | 0 |
| Mar 2024 | $142.1M | $142.1M | $0 | 4 | 0 |
| Jul 2023 | $116.2M | $116.2M | $0 | 4 | 1 |
| May 2023 | $116.2M | $116.2M | $0 | 4 | 1 |
| Mar 2023 | $116.2M | $116.2M | $0 | 4 | 1 |
| Sep 2022 | $136M | $136M | $0 | 4 | 0 |
| Sep 2022 | $136M | $136M | $0 | 4 | 0 |
| Jun 2022 | $136M | $136M | $0 | 2 | 0 |
| Mar 2022 | $122.6M | $122.6M | $0 | 2 | 0 |
| Nov 2021 | $135.7M | $135.7M | $0 | 2 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients1
DateMay 2023
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients1
DateSep 2022
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0