WPA Family Office
WPA Family Office is an independent fiduciary RIA founded in 2021 in Dallas, TX, providing institutional-grade wealth management, tax planning, estate guidance, and private equity access to high-net-worth individuals and families with $5M to $1B in investable assets.
- Company typePrivate
- Founded2021
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What WPA Family Office does
WPA Family Office is an independent, privately held Registered Investment Advisor (RIA) founded in 2021 and headquartered in Dallas, Texas, with additional offices in Frisco, TX and Phoenix, AZ. The firm delivers institutional-grade wealth management, investment portfolio management, tax planning, estate guidance, and multi-family office solutions exclusively to high-net-worth individuals and families with investable assets in the $5 million to $1 billion range. The operating model is True Fiduciary, founder-led by Tyler Beeson (MBA, CFP, CIMA, CPWA), with services positioned for long-term, multi-generational client relationships.
The service stack sits atop two core third-party technology integrations: Charles Schwab for investment portfolio management and account monitoring, and eMoney for comprehensive balance-sheet planning, document storage, and quarterly client reporting. Both are accessible through a unified client portal. The firm also operates an Employer Retirement Services (ERS) sub-brand targeting corporate retirement plan sponsors, extending the firm's reach beyond family-office clients. Differentiators cited by the firm include independent fiduciary status with no product-pushing conflicts, direct private equity access for clients, and one-roof coordination of investment, tax, and estate work.
Revenue is generated through AUM-based advisory fees billed annually, customized to client complexity. GTM is high-touch, relationship-driven, and largely referral-based, leveraging founder credibility, D Magazine's 2025 D Best Award in Dallas, and a content/LinkedIn presence. The firm currently has no disclosed funding rounds, no parent company, and no institutional ownership — it appears to be founder-owned and self-funded.
WPA Family Office firmographics
Firmographics- Name
- WPA Family Office
- Legal name
- WPA Family Office
- Website
- https://wpafamilyoffice.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WPA Family Office is an independent fiduciary RIA founded in 2021 in Dallas, TX, providing institutional-grade wealth management, tax planning, estate guidance, and private equity access to high-net-worth individuals and families with $5M to $1B in investable assets.
- Ownership category
- akta.pro rank
WPA Family Office industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where WPA Family Office is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
WPA Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management and Advisory Fees: AUM-based advisory fees for comprehensive wealth management services including investment strategies, portfolio management, tax planning, estate guidance, and family office solutions for high-net-worth clients with $5M to $1B in investable assets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized wealth management plans based on client assets and service complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
WPA Family Office product offering
Product offeringCore offering
WPA Family Office delivers independent, institutional-grade wealth management for families and professionals with $5M to $1B in investable assets. Services include sophisticated investment strategies, portfolio management, direct private equity access, tax planning, estate guidance, and coordinated family office solutions delivered under a fiduciary model.
Product overview
WPA Family Office offers a unified wealth management platform serving high-net-worth families and professionals with $5M to $1B in investable assets. The core offering combines Family Office Services and Private Wealth Management, supplemented by specialized modules including Employer Retirement Services (ERS), Investment Portfolio Management, Tax Planning, and Estate Guidance. All services are coordinated under one roof as a turn-key multi-family office solution, with clients receiving integrated access through Charles Schwab and eMoney platforms.
Differentiator
Problem solved
Functional benefit
Brands
- ERS: Employer Retirement Services providing retirement plan management for companies
Products and services
- Family Office Services Comprehensive multi-family office services offering institutional-grade wealth management for families and professionals with $5M to $1B in investable assets, including sophisticated investment strategies, portfolio management, direct private equity access, tax planning, estate guidance, and coordinated family office solutions.
- Private Wealth Management Boutique fiduciary wealth management services focused on establishing long-standing multi-generational relationships with high-net-worth clients, including working financial plans, investment management, and comprehensive financial decision support.
- Employer Retirement Services (ERS)
Companies that use WPA Family Office
Customer profileSegments1 record
Ideal customer profiles1 record
WPA Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
WPA Family Office partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Charles SchwabcoreIntegration partner providing investment portfolio management platform. Clients access Charles Schwab login through client portal for investment account monitoring and management.
- eMoneycoreFinancial planning technology partner providing comprehensive balance sheet overview, vault document storage, financial plans, and quarterly reporting capabilities accessible through client portal.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
WPA Family Office competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Partnership model aggregator of independent RIAs serving HNW clients. Represents both the type of firm WPA could partner with and the larger scaled competitor it faces in the fiduciary RIA category.
- Mercer Advisors: Nationally scaled RIA specializing in HNW/UHNW families with integrated wealth management, tax, estate, and family office services. Overlaps directly with WPA's HNW family-office proposition but with materially more scale and geographic reach.
- Bessemer Trust: Multi-family office serving UHNW families with investment, trust, and family office services. Comparable in service breadth (PE access, estate, tax) to WPA but at a much higher AUM threshold and broader scale.
- Cowen (Cowen Prime / Cowen Wealth Management): Wealth management division providing investment advisory, planning, and alternative-investment access to HNW families. Comparable on the alternative-investment/direct-deal access dimension that differentiates WPA.
- Goldman Sachs Personal Financial Management: Wirehouse-affiliated HNW wealth management arm of a major bulge-bracket bank, offering investment management, tax, and estate planning. Competes for the same HNW households as WPA but with vastly greater resources and brand.
- Creative Planning: Large independent RIA serving HNW and UHNW clients nationwide with comprehensive wealth, tax, and estate planning. Significantly larger and broader than WPA but directly competes in the same independent fiduciary RIA category.
Direct peers
- Lakeward Wealth Management: Boutique independent RIA focused on HNW/UHNW families in Texas with fiduciary wealth management, tax planning, and direct investment offerings. Highly comparable to WPA in scale, geography, and HNW family-office positioning.
- Steward Partners Global Advisory: Independent RIA supporting advisors serving HNW households with wealth, tax, and planning services. Comparable in offering scope to WPA, though operates through a multi-advisor partnership model rather than founder-led boutique.
- Crestwood Advisors: Boutique independent RIA serving HNW families with fiduciary wealth management, tax planning, and family office services. Closely comparable in size, model, and service scope to WPA Family Office.
- Sanctuary Wealth: Independent RIA platform that recruits and partners with advisors serving HNW clients. Comparable to WPA's emerging advisor-recruitment strategy and its core independent fiduciary HNW value proposition.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
WPA Family Office social profiles
Digital presenceWPA Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
WPA Family Office leadership team
Management profileNumber of profiles
Profiles3 records
WPA Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WPA Family Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WPA Family Office
What does WPA Family Office do?
WPA Family Office delivers independent, institutional-grade wealth management for families and professionals with $5M to $1B in investable assets. Services include sophisticated investment strategies, portfolio management, direct private equity access, tax planning, estate guidance, and coordinated family office solutions delivered under a fiduciary model.
Is WPA Family Office a public or private company?
WPA Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was WPA Family Office founded?
WPA Family Office was founded in 2021. It employs 11 to 50 people.
Where is WPA Family Office based?
WPA Family Office is headquartered in Dallas, United States, in the North America region.
How does WPA Family Office make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are WPA Family Office's main competitors?
Broad incumbents on record are Focus Financial Partners, Mercer Advisors, Bessemer Trust, Cowen (Cowen Prime / Cowen Wealth Management), Goldman Sachs Personal Financial Management and Creative Planning. Direct peers are Lakeward Wealth Management, Steward Partners Global Advisory, Crestwood Advisors and Sanctuary Wealth.
Does WPA Family Office have an API?
No public API is recorded for WPA Family Office.
What industry is WPA Family Office in?
WPA Family Office's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 52394 and its SIC code is 6282.