GPWM FUND MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EAGLE, Idaho
CRD number
311866
Registered since
December 4, 2020

Firm profile

FINTRX

Overview

Gpwm Fund Manager, LLC is a limited liability company that registered with the SEC in 2020 and operates primarily as an adviser and sponsor of pooled investment vehicles. The firm functions as a general partner and managing member for private funds rather than as a traditional retail adviser: its activities are reported under roles such as other investment adviser and sponsor, GP, and managing member of pooled investment vehicles. It is not classified under a standard adviser bucket in the available data, and it does not identify as a capital allocator or an active ESG investor. The firm’s footprint indicates a fund-centric business model: rather than managing individual advisory accounts, it concentrates on structuring, operating and supervising private fund vehicles. Gpwm Fund Manager, LLC is listed with both domestic entity and individual ownership types and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • PHILIP OLESON

    Managing Partner and Co-FounderCRD 3129451

  • KIRK WALTON

    Managing Partner & Co-FounderCRD 3091642

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EAGLE, ID

ADA

Location

EAGLE, ID

Headquartered in EAGLE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
339 W State St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth