Coyote Wealth
Fractional CFO

WPA Family Office

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Virtual multi-family office for modern wealth

Virtual, USFounded 20155-10 employees

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About WPA Family Office

Headquartered in Dallas, TX, WPA Family Office is an independent wealth management organization designed to better serve your investment needs in ways that remain true to our lifetime principles of integrity, empathy, transparency, and trust.

Services & Specialties

Services

Family Office Services
Tax Planning
Philanthropic Advisory
Family Governance

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Verified Credentials

Active license status confirmed with state boards, SEC IAPD, and FINRA BrokerCheck.

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Transparent Fees

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Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

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Get in Touch

Pricing

Retainer & AUM

Industries

Technology & Software
Financial Services
Real Estate

States Served

New York
California
Texas
Florida

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