WPA Family Office, LLC

WPA Family Office, LLC provides investment advisory, family office and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates and businesses, typically requiring a minimum relationship size of $3 million. The firm manages client assets on both discretionary and non‑discretionary bases and reports roughly $175 million in assets under management across a small client roster.

WPA constructs customized portfolios using ETFs, mutual funds and individual equities, employing fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or client needs. The firm may recommend unaffiliated independent managers, use cash as a hedge, and at times employs structured products and private fund investments as part of tailored strategies; it also offers written financial plans and ongoing consulting engagements.

Compared with peers, WPA operates with a notably small client base and relatively large average relationship size and positions itself as a family office–style advisor, including an institutional platform relationship with Schwab for custody and operational support. The firm’s public materials also incorporate third‑party ratings and client testimonials in its marketing — a practice that is uncommon among similar supported advisors — and it is organized as a subsidiary of a holding entity.