Wpa Family Office, LLC

WPA Family Office, LLC, operating as WPA Private Wealth Management, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm was established in June 2021 and is a wholly-owned subsidiary of TGB Capital, LLC. The Principal Officer is Tyler G. Beeson, CFP®, CPWA®. WPA offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses, acting as a fiduciary to clients. The firm provides customized investment advisory solutions, including discretionary investment management using ETFs, mutual funds, and individual equities. WPA may recommend diversifying portfolios and employing cash positions as hedges. The firm primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. Regarding fees, WPA charges investment management fees based on a tiered structure ranging from 0.70% to 1.00% of assets under management, with a minimum annual fee of $10,000. The firm does not participate in wrap fee programs and manages $157,282,742 in assets under management as of December 31, 2024. WPA does not charge performance-based fees and does not engage in proprietary investment funds. The firm also provides financial planning services, with fees ranging from $5,000 to $120,000 annually, depending on the scope and complexity of services provided. WPA does not receive commissions for securities transactions and acts in the best interests of its clients. The firm does not have any disciplinary events, and Tyler G. Beeson, the Founding Partner, holds certifications as a CFP®, CPWA®, and CIMA®. WPA's Privacy Policy ensures the protection and confidentiality of clients' personal information, with measures in place to safeguard data and limit sharing for servicing purposes only. Clients can request a copy of the Privacy Policy and address any questions or concerns by contacting WPA directly.