A complete list of active advisors currently associated with WPA Family Office, LLC

Warmer can help you find a great advisor at WPA Family Office, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at WPA Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.