Wpa Family Office, LLC
● SEC registered since 2021CRD 315566SEC# 801-121953Dallas, TX
Reg. AUM
$175.2M
Employees
5
Accounts
35
Location
Dallas, TX
Wpa Family Office, LLC assets under management
Wpa Family Office, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $175.2 million in regulatory assets under management and employs 5 people.
Wpa Family Office, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Garrett Searcy | Managing Director, Wealth Advisor | Under 5% | 2024 |
| Lindsay P Ilizaliturri | Chief Compliance Officer, Vice President | Under 5% | 2023 |
| Tgb Capital, LLC Control | Managing Member | Over 75% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wpa Family Office, LLC manage?
Wpa Family Office, LLC reports $175.2 million in regulatory assets under management on its Form ADV.
How many employees does Wpa Family Office, LLC have?
Wpa Family Office, LLC reports 5 employees.
Where is Wpa Family Office, LLC located?
Wpa Family Office, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Wpa Family Office, LLC disclose fund performance?
Wpa Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12240 Inwood Road, Suite 230, Dallas, TX 75244 |
| Phone | (214) 945-0888 |
| Fax | (214) 451-2221 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$175.2Mregulatory AUM
Discretionary $133.6MNon-discretionary $41.6M