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 d/b/a WPA Private Wealth Management provides investment management and financial planning to individuals, high‑net‑worth families, trusts, estates and businesses. The SEC‑registered adviser manages about $175 million in client assets across a relatively small roster of relationships and offers discretionary and non‑discretionary portfolio management, financial planning, and referrals to unaffiliated specialists or independent managers. The firm constructs customized portfolios using ETFs, mutual funds and individual equities and generally pursues a long‑term investment focus while remaining willing to reallocate or trade on shorter time horizons as client needs or market conditions dictate. WPA uses a mix of fundamental and technical analysis, implements strategic asset allocation and monitoring, and acts as a fiduciary in developing client strategies and acceptable investment restrictions. Compared with peers, WPA combines a concentrated client base with an institutional relationship with Charles Schwab through Schwab Advisor Services — a relationship the brochure discloses provides software, custodial and other economic benefits to the firm. The firm’s disclosure also indicates its marketing materials (including the website referenced in the brochure) include client testimonials and third‑party ratings, and it operates as a subsidiary of TGB Capital, LLC while maintaining oversight of any recommended independent managers.

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.