Thomas Wopat-moreau
Investment adviser representative at Transatlantique Private Wealth LLC
12 yearsExperience
2 statesRegistered in
$878.8MFirm assets
10 yearsFirm 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.
- Portfolio management
Experience
12 years in the industry.
- Transatlantique Private Wealth LLCDec 2020 to now
- Transtlantique Private Wealth LLCJul 2020 to now
- Fourpoints Asset Management, IncMay 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Transatlantique Private Wealth LLC
$878.8MAssets managed
411Clients
11Advisers
10 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
- 7091308
- Firm CRD
- 169820