GPWM QOF MANAGER, LLC
Firm details
- Headquarters
- EAGLE, Idaho
- CRD number
- 311867
- Registered since
- December 4, 2020
Firm profile
FINTRXOverview
Gpwm Qof Manager, LLC is a privately held limited liability company that operates as an adviser and sponsor of pooled investment vehicles. Registered with the SEC in 2020 and owned by an individual, the firm functions primarily as a general partner and managing member for private funds rather than as a retail-facing advisory business. Its regulatory flags show it is not positioned as a capital allocator or an active ESG investor, and it does not identify as a multi-state adviser or pension consultant. Activity centers on structuring and managing pooled vehicles where the firm performs sponsor and GP duties: raising capital, negotiating acquisitions, overseeing asset-level management and reporting to investors. The business model is fund-centric rather than client-account centric, with most of the firm’s operational emphasis on fund formation, capital deployment and ongoing property or asset management through its sponsored vehicles.
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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