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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-30-2021
- Office Locations
- 1
Office Locations
About WPA Family Office, LLC
WPA Family Office is a Dallas-based boutique RIA providing comprehensive, fiduciary wealth management and planning for individuals and families seeking long-term, multigenerational guidance. The team builds adaptable plans across asset allocation, tax and estate planning, and risk management, with portfolios commonly implemented using ETFs alongside municipal and investment-grade fixed income. Custody includes Schwab and Merrill Lynch.
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Owner & Executives
TYLER GREGORY BEESON
Advisor, FOUNDING PARTNER, Managing Member
- CRD
- #4017626
- Ownership
- Less than 5%
LINDSAY P ILIZALITURRI
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
TYLER GREGORY BEESON
Advisor, FOUNDING PARTNER, Managing Member
- CRD
- #4017626
Dillon Berg
Principal, Liquid Investments
- CRD
- --
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,572,559 | $5,565,523 |
| Non-Discretionary | $41,626,175 | $3,784,198 |
| Total | $175,198,734 | $5,005,678 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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