Sean Robert Walpert
Investment adviser representative at Iconiq Capital, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$117.5BFirm assets
Are you Sean Robert Walpert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Iconiq Capital, LLCMay 2025 to now
- Corient Services LLCJan 2024 to May 2025
- CorientJan 2023 to May 2025
- Portola PartnersJul 2020 to Mar 2023
- Santerre & Vande KrolAug 2019 to Sep 2019
- Morgan StanleySep 2018 to Jun 2019
- Valley GroupJul 2018 to Aug 2019
- UclaSep 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Iconiq Capital, LLC
$117.5BAssets managed
846Clients
87Advisers
14 yearsIn 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
- 7006944
- Firm CRD
- 159198