RIA Intelligence

GPWM FUND MANAGER, LLC

CRD #311866 SEC #802-120089 EAGLE, ID 208-938-5557
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Apr 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
OLESON, PHILIP, GARNERIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
WALTON, KIRK, ALANIMANAGING PARTNERC Control
VALLEY POINTE, LLCDEMEMBERA
VALLEY POINTE, LLCDEMEMBERA
VALLEY POINTE, LLCDEMEMBERA
VALLEY POINTE, LLCDEMEMBERA
VALLEY POINTE, LLCDEMEMBERA
VALLEY POINTE, LLCDEMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ATCHITY, MARK, AARONIVALLEY POINTE, LLCD
ATCHITY, MARK, AARONIVALLEY POINTE, LLCD
ATCHITY, MARK, AARONIVALLEY POINTE, LLCD
ATCHITY, MARK, AARONIVALLEY POINTE, LLCD
CANDLER, WILLIAM, BRIANIVALLEY POINTE, LLCD
CANDLER, WILLIAM, BRIANIVALLEY POINTE, LLCD
CANDLER, WILLIAM, BRIANIVALLEY POINTE, LLCD
CANDLER, WILLIAM, BRIANIVALLEY POINTE, LLCD

Registrations

Federal

ERA
Apr 3, 2025 REGISTERED

Address

339 W. STATE STREET
SUITE 201
EAGLE, ID 83616
United States
Phone: 208-938-5557