Wpa Family Office, Llc
- Regulatory AUM
- $175M
- Discretionary
- $134M
- Clients
- 21
- Avg AUM / client
- $8.3M
- Accounts
- 35
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | $1.1M | 0.62% |
| High net worth individuals | 21 | $174M | 99.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler Gregory Beeson | Managing Member / Founding Partner | CFP | Jun 2021 (5y) | ≈ 56.25% – 100% via Tgb Capital, Llc |
| Ilizaliturri, Lindsay, P | Chief Compliance Officer, Vice President | Jun 2023 (3y) | Less than 5% | |
| White, James, A. | Managing Director, Wealth Advisor & Portfolio Manager | Nov 2023 (3y) | Less than 5% | |
| Searcy, Brandon, Garrett | Managing Director, Wealth Advisor | Jun 2024 (2y) | Less than 5% | |
| Tina Louise Hernandez | Managing Director, Chief Operating Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tgb Capital, Llc | Managing Member | Jul 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tyler Gregory Beeson: 75% – 100% of Tgb Capital, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $133M (76% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗