GPWM FUND MANAGER, LLC
Firm details
- Headquarters
- EAGLE, Idaho
- CRD number
- 311866
- Registered since
- December 4, 2020
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PHILIP OLESON
Managing Partner and Co-FounderCRD 3129451
KIRK WALTON
Managing Partner & Co-FounderCRD 3091642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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