Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Wopat-moreau

Transatlantique Private Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Wopat-moreau

Thomas Wopat-moreau is an investment advisor representative at Transatlantique Private Wealth LLC, a firm that specializes in portfolio management for individuals, pooled investment vehicles, and the selection of other advisors. Thomas has been in the industry since 2014. Thomas is registered with the state of New York. The firm's main office is located in New York, NY.

Firm Information

Thomas Wopat-moreau is currently registered with Transatlantique Private Wealth LLC. Transatlantique Private Wealth LLC is an investment advisor based in New York, NY. The firm provides portfolio management for individuals, pooled investment vehicles, and other investment advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations, managing a total of $595,329,700 in assets.
Transatlantique Private Wealth LLC

520 MADISON AVENUE

NEW YORK, NY 10022

$595.33M

Assets Under Management

Not reported

Total Clients

6

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Wopat-moreau’s Registration & Firm History

NY

12/11/2020 - Present

Transatlantique Private Wealth LLC (NEW YORK NY)

Not sure if Thomas Wopat-moreau is right for you?

Licenses & Designations

IA

Issued 12/11/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Wopat-moreau.
Not sure if Thomas Wopat-moreau is right for you?