WPA Family Office & Private Wealth
Overview
WPA Family Office & Private Wealth is an independent boutique firm specializing in wealth management and investment services tailored for high-net-worth individuals and families. The firm operates as a true fiduciary, prioritizing clients' best interests and providing comprehensive financial solutions. Their services include private equity, real estate, and venture capital investments, as well as financial planning and family office services. The firm's investment strategy focuses on a personalized approach, collaborating with clients to create adaptable financial plans that evolve with changing economic conditions and personal circumstances. They emphasize long-term relationships, aiming to simplify clients' financial lives and provide peace of mind. With offices in Dallas, Texas, Frisco, Texas, and Phoenix, Arizona, WPA Family Office & Private Wealth is committed to delivering exceptional service and customized financial solutions to meet the unique needs of each client.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management and investment services
Portfolio Companies
Reach WPA Family Office & Private Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about WPA Family Office & Private Wealth
What sectors does WPA Family Office & Private Wealth invest in?
WPA Family Office & Private Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Texas, United States. WPA Family Office & Private Wealth is listed as a family office in the ConnectSafely investor database.
What stage does WPA Family Office & Private Wealth invest at?
WPA Family Office & Private Wealth backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does WPA Family Office & Private Wealth invest in?
WPA Family Office & Private Wealth invests across United States.
What companies has WPA Family Office & Private Wealth invested in?
WPA Family Office & Private Wealth's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
Last updated · Source: ConnectSafely investor database
