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Multi-Family OfficeRIA · CRD 315566SEC-Registered

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WPA Family Office

WPA Family Office opened in 2021 under Tyler Beeson and William P. Armstrong. The firm’s capital base stems from the founders’ advisory careers rather than...

Overview

WPA Family Office opened in 2021 under Tyler Beeson and William P. Armstrong. The firm’s capital base stems from the founders’ advisory careers rather than any single family enterprise. The firm executes direct co-investments and private equity mandates. It covers AI/ML and enterprise software opportunities inside North America. Services bundle portfolio management, tax planning, estate guidance, and family office administration for clients in the United States. The team maintains offices in Dallas and Phoenix. No dated operational events from the last 24 months appear in available records. Adjacent vehicles or club memberships remain undisclosed. Governance rests with the two named founders who also serve as primary relationship managers. This structure keeps decision authority inside the partnership without external investment committees.

General information

Firm type

Multi Family Office

Year founded

2021

Location

Region

North America

Country

United States

City

Dallas

Corporate office

12240 Inwood Road, Ste. 230, Dallas, TX 75244, United States

Additional offices

Phoenix, AZ, United States

Principals

Tyler Beeson

Founding Partner and wealth advisor

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

AI/MLEnterprise SoftwarePrivate Equity

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