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Erik Stanley Tolzmann

Westward Partners LLC

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About Erik Stanley Tolzmann

Erik Tolzmann is an Investment Advisor Representative at Westward Partners LLC. Erik holds a Series 65 license, and has been in the industry since January 2010. Erik's firm, Westward Partners LLC, provides portfolio management for pooled investment vehicles.

Firm Information

Erik Tolzmann is currently registered with Westward Partners LLC. Westward Partners LLC is a Seattle, WA-based investment advisor with approximately $288,472,814 in regulatory assets under management. The firm provides financial and management consulting for portfolio companies, as well as portfolio management for pooled investment vehicles. They have a total of 7 clients, all of which are pooled investment vehicles. Westward Partners LLC is registered with the SEC and their SEC number is 801-128729.
Westward Partners LLC

2412 WESTLAKE AVE N

SEATTLE, WA 98109

$288.47M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial and management consulting for portfolio companies

Financial and management consulting for portfolio companies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Portfolio company consulting fees

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Erik Tolzmann’s Registration & Firm History

WA

09/13/2023 - Present

Westward Partners LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik Stanley Tolzmann.
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