William Pierrepont (CRD# 7631585) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Foundation Advisors | Irvine, CA | Aug 2022 - Current | 1 |
| Transamercia | Tarzana, CA | Jul 2021 - Current | 2 |
| King And Country LLC | Los Angeles, CA | Oct 2019 - Current | 4 |
| The Woo | Culver City, CA | Mar 2019 - Sep 2019 | < 1 |
| King And Country LLC | Los Angeles, CA | Nov 2017 - Feb 2019 | 1 |
| Charlie Company | Culver City, CA | Nov 2015 - Oct 2017 | 1 |
| Rock Paper Scissors | Santa Monica, CA | Jul 2015 - Oct 2015 | < 1 |
| Cpxi | New York, NY | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management5,250MILLIONS
-
Total Number of Accounts4,065ACCOUNTS
-
Average Account Value$1,291,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.