WPA FAMILY OFFICE, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $175.2M |
| Discretionary | $133.6M76% of AUM |
| Non-Discretionary | $41.6M |
| Client Accounts | 35 |
| Avg Account Size | $5.0M |
| Employees | 5 |
| Peak AUM | $175.2MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $175M | +11.4% | +15.1% | — | |
| Discretionary AUM | $134M | ||||
Key Metrics
| Total AUM | $175.2M |
| Discretionary | $133.6M |
| Employees | 5 |
| Client Accounts | 35 |
| Client Range | 11-25 |
Contact & Location
Address
12240 INWOOD ROAD
DALLAS TX 75244
Phone
(214) 945-0888
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$134M
76.2% of AUM
Non-Discretionary
$42M
23.8% of AUM
Disc. mix ▼ 23.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported