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WPA Family Office and Private Wealth

EST. AUM
$175,198,734

CONTACTS
3

CLIENT ACCOUNTS
35

Firm Details

Metro area Dallas
CRD Number 315566
Website wpafamilyoffice.com
Client types

Overview

WPA Family Office is a boutique wealth management firm that acts as a fiduciary, focusing on comprehensive wealth management and creating long-term, multi-generational relationships with clients. They offer customized plans tailored to clients' financial goals, providing best-in-class resources and independent flexibility. Their services include investment management, financial planning, and other wealth management solutions to ensure clients' wealth is securely managed and aligned with their needs.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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