AUMdb

Fourth Wall Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 336495 · · www.fourthwalladvisors.com
☆ Save with Pro ADV data as of Mar 10, 2026
Regulatory AUM
$100K
Discretionary
$100K
Clients
Avg AUM / client
Accounts
1
Employees
2

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $100K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Joseph George Thumpasery Registered representative Jul 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/10/2026 1.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.

View current Form ADV (SEC/IAPD) ↗