WPA FAMILY OFFICE, LLC

CRD #315566 SEC #801-121953 DALLAS, TX (214) 945-0888

SEC Registered

Total AUM

$157.3M

Discretionary

$157.3M

Employees

Clients

Accounts

187

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 14, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Ayoub, Vanessa, Leigh Renna	I	CHIEF COMPLIANCE OFFICER	NA	Control
Ayoub, Vanessa, Leigh Renna	I	CHIEF COMPLIANCE OFFICER	NA	Control
Ayoub, Vanessa, Leigh Renna	I	CHIEF COMPLIANCE OFFICER	NA	Control
Ayoub, Vanessa, Leigh Renna	I	CHIEF COMPLIANCE OFFICER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
BEESON, TYLER, GREGORY	I	MANAGING MEMBER / FOUNDING PARTNER	NA	Control
HERNANDEZ, TINA, LOUISE	I	MANAGING DIRECTOR, CHIEF OPERATING OFFICER	NA
HERNANDEZ, TINA, LOUISE	I	MANAGING DIRECTOR, CHIEF OPERATING OFFICER	NA
ILIZALITURRI, LINDSAY, P	I	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT	NA
ILIZALITURRI, LINDSAY, P	I	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT	NA
Ilizaliturri, Lindsay	I	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT	NA
Ilizaliturri, Lindsay	I	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT	NA
RENNA, VANESSA, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
RENNA, VANESSA, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
RENNA, VANESSA, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARCY, BRANDON, GARRETT	I	MANAGING DIRECTOR, WEALTH ADVISOR	NA
SEARCY, BRANDON, GARRETT	I	MANAGING DIRECTOR, WEALTH ADVISOR	NA
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
Senter, Matthew, Stephen	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHITE, JAMES, A.	I	MANAGING DIRECTOR, WEALTH ADVISOR & PORTFOLIO MANAGER	NA
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
RIA VENTURES, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control
TGB CAPITAL, LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
BEESON, TYLER, GREGORY	I	TGB CAPITAL, LLC	E	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES, LLC	E	Control

Registrations

Federal

Mar 14, 2025 REGISTERED

Notice Filings (2)

AZ TX

Address

12240 INWOOD ROAD
SUITE 230
DALLAS, TX 75244
United States

Phone: (214) 945-0888