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Building 2WPA FAMILY OFFICE, LLC

Map pinDALLAS, TX
Phone(214) 945-0888
NotebookSEC #801-121953
Total AUM
$175.2M
Employees
5
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12240 INWOOD ROAD
SUITE 230
DALLAS
TX 75244
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(214) 945-0888
Other Offices
2

ReceiptFinancials

Total AUM
$175.2M
Accounts
35
Discretionary
$133.6M
Accounts
24
Non-Discretionary
$41.6M
Accounts
11

ContactClients

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Individual Clients
1
AUM
$1.1M
HNW Individual Clients
21
AUM
$174.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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