Tyler Gregory Beeson
Investment adviser representative at Wpa Family Office, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wpa Family Office, LLCAug 2021 to now
- Westshore Wealth, LLCDec 2017 to Aug 2021
- Rgt Capital Management, Ltd.Sep 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpa Family Office, LLC
$175.2MAssets managed
21Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4017626
- Firm CRD
- 315566