J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
5yrs
Eric Wirdak
Financial advisor at Iconiq Capital
Eric Wirdak is a fiduciary financial advisor in San Francisco, California, with 5 years in the industry. Eric joined Iconiq Capital in 2021, a firm offering investment management, private fund management, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office50 Beale St. Suite 2300, San Francisco, CA 94105
FirmIconiq Capital
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$28.3 million
Advisors at the firm88
States licensed ?1 state
Services through Iconiq Capital
Investment management for individuals and small businessesManaging private fundsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowIconiq Capital, LLCCurrent firm
Contact Eric
(415) 967-7763Iconiq Capital main office 50 Beale St. Suite 2300San Francisco, CA 94105Office · Get directions Firm websitewww.iconiqideas.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Iconiq Capital at (415) 967-7763 and ask for Eric Wirdak. Eric works from the San Francisco, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Iconiq Capital reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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