Thomas Walter (CRD# 7677525) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconiq Capital | San Francisco, CA | Aug 2022 - Current | 1 |
| Unemployed | Provo, UT | May 2022 - Jul 2022 | < 1 |
| Brigham Young University Marriott School Of Business | Provo, UT | Jan 2020 - Apr 2022 | 2 |
| Brigham Young University | Provo, UT | Sep 2018 - Apr 2022 | 3 |
| J.p. Morgan | Seattle, WA | Jun 2021 - Aug 2021 | < 1 |
| Corient Capital Partners | Provo, UT | Aug 2020 - Dec 2020 | < 1 |
| Msc Aerospace, LLC | Cedar City, UT | Jun 2020 - Aug 2020 | < 1 |
| Built For Teams | Provo, UT | Sep 2019 - Dec 2019 | < 1 |
| Crypto Tax Girl | Provo, UT | Jun 2019 - Nov 2019 | < 1 |
| Oregon Country Club | West Linn, OR | Apr 2018 - Aug 2018 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Tokyo, | Aug 2016 - Mar 2018 | 1 |
| Brigham Young University | Provo, UT | Sep 2015 - Jul 2016 | < 1 |
| Unemployed | Wilsonville, OR | Jul 2015 - Aug 2015 | < 1 |
| Wilsonville High School | Wilsonville, OR | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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.