Eric Wirdak
Professional Summary
Eric Wirdak is a registered financial advisor currently at ICONIQ CAPITAL, LLC located in San Francisco, California. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
ICONIQ CAPITAL | ICQ OPPORTUNITIES GP, L.P. (RELYING ADVISER) | ICQ MANAGEMENT, LLC (RELYING ADVISER) | ICQ ETHOS GP, L.P. (RELYING ADVISER) | ICQ CS GP, L.P. (RELYING ADVISER) | ICQ CPE I GP, LLC (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS III GP, L.P. (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS II GP, L.P. (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS | ICONIQ STRATEGIC MANAGEMENT | ICONIQ CAPITAL, LLC | ICONIQ CAPITAL GROUP
Contact Information
Main Address
50 Beale St. Ste 2300, San Francisco, CA 94105Mailing Address
P.o. Box 2929, San Francisco, CA 94126-2929Phone Number
(415) 967-7763# of Employees
513SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,651AUM (Assets Under Management)
$117,526,862,202Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | Cover Page | Report |
| 12/20/2024 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ICONIQ CAPITAL | ICQ OPPORTUNITIES GP, L.P. (RELYING ADVISER) | ICQ MANAGEMENT, LLC (RELYING ADVISER) | ICQ ETHOS GP, L.P. (RELYING ADVISER) | ICQ CS GP, L.P. (RELYING ADVISER) | ICQ CPE I GP, LLC (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS III GP, L.P. (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS II GP, L.P. (RELYING ADVISER) | ICONIQ STRATEGIC PARTNERS | ICONIQ STRATEGIC MANAGEMENT | ICONIQ CAPITAL, LLC | ICONIQ CAPITAL GROUP
State Registrations and Notice Filings
(12/18/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Wirdak's CRS (Customer Relationship Summary).
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