# GPWM Fund Manager, LLC

> GPWM Fund Manager, LLC is an exempt reporting adviser in Eagle, ID, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 311866
- Filed as: GPWM FUND MANAGER, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Eagle, ID
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311866
- AdvisorCensus page: https://advisorcensus.com/firm/gpwm-fund-manager-llc-eagle-id-311866

## Quick answers

**Where is GPWM Fund Manager, LLC located?**
GPWM Fund Manager, LLC's principal office is in Eagle, ID, according to its Form ADV.

**How does GPWM Fund Manager, LLC report to regulators?**
GPWM Fund Manager, LLC is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 311866.

**Does GPWM Fund Manager, LLC report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), and 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311866

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(3): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.F: Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311866

### Websites listed on Form ADV (Item 1.I)
- gpwmfunds.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | April 3, 2023 |
| October 2024 | Not reported | Not reported | July 11, 2024 |
| October 2025 | Not reported | Not reported | April 3, 2025 |
| October 2026 | Not reported | Not reported | March 31, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GPWM Fund Manager, LLC (CRD 311866): Form ADV filing data as of October 2026.