Lincoln Thomas Wells
Investment adviser representative at Tamalpais Asset Management
14 yearsExperience
1 stateRegistered in
$262.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Tamalpais Asset ManagementAug 2022 to now
- Mount Tamalpais Asset Management, LLCOct 2021 to now
- Dlt Systems LLCJul 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tamalpais Asset Management
Legal name: Mount Tamalpais Asset Management, LLC
$262.5MAssets managed
264Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2659941
- Firm CRD
- 301017