WPA Family Office & Private Wealth

Investment Management • Dallas, Texas, United States • 11-20 Employees

Company overview

Headquarters	12240 Inwood Road, Suite 230, Dallas, TX 75244, US
Phone number	+12149450888
Website	wpafamilyoffice.com
NAICS	5231
Keywords	Wealth Management, Financial Planning, Investment Management, Family Office Services, Independent Boutique Firm
Founded	2021
Employees	11-20
Socials

Key Contact at WPA Family Office & Private Wealth

Brandon Searcy

Managing Director

WPA Family Office & Private Wealth Email Formats

WPA Family Office & Private Wealth uses 1 email format. The most common is {first name} (e.g., john@wpafamilyoffice.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@wpafamilyoffice.com	100%

About WPA Family Office & Private Wealth

An independent boutique firm founded by wealth advisors with over 25 years of experience in the industry who simplify life while managing your financial needs. We provide financial solutions to high net-worth clients through a personalized and comprehensive family office.

WPA Family Office & Private Wealth revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Manager

Employees by Department

WPA Family Office & Private Wealth has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

WPA Family Office & Private Wealth has never raised funding before.

WPA Family Office & Private Wealth Tech Stack

Discover the technologies and tools that power WPA Family Office & Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

WPA Family Office & Private Wealth is located in Dallas, Texas, US.

You can reach WPA Family Office & Private Wealth at +12149450888.

WPA Family Office & Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

WPA Family Office & Private Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at WPA Family Office & Private Wealth

Brandon Searcy

Managing Director

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