GPWM QOF 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
311867
Registered since
December 4, 2020

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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