Erik Tolzmann is a registered investment advisor at Westward Partners LLC, based in Seattle, WA, with 2 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westward Partners manages investments for private investment funds and receives fees for these services. The fees include an asset-based management fee deducted from the fund's assets and a performance-based fee based on realized gains from investments above a specific benchmark. Investors should refer to the specific fund's offering documents for a detailed description of the fees.
Location
2412 Westlake Ave N, Suite 4, Seattle, WA, 98109
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Regulatory History (1)
Financial
May 2019Other Business Activities
Erik is on the Board of Advisors for Baden Sports Inc. and a board member for Mid-Wisconsin Beverages, dedicating minimal time to each. He also serves on the board of directors for privately-held companies held in Westward Partners' fund portfolios as part of his role as a Managing Member.
Employment History
Current Registrations
Westward Partners LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.