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Managing Member / Founding Partner · WPA Family Office, LLC

Tyler G. Beeson

CRD 4017626 · Named on Form ADV at one SEC-registered adviser

At a glance

WPA Family Office, LLC, an SEC-registered wealth manager based in Dallas, TX with $175 million in regulatory assets, lists Tyler G. Beeson on its Form ADV as Managing Member / Founding Partner, a control person.

Firms and roles

  • WPA Family Office, LLCManaging Member / Founding PartnerWealth manager · Dallas, TX · $175M in regulatory assets

AtlasMembers

Tyler’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tyler’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.