Lincoln Wells
Tamalpais Asset Management · Larkspur, California
Lincoln Wells is a fee-only financial advisor at Tamalpais Asset Management in Larkspur, California. Lincoln focuses on estate & legacy planning, real estate investors and small business owners. Tamalpais Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
- Real estate investors
- Divorced individuals
- Pre-retirees
Facts
| Firm | Tamalpais Asset Management |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $262.5M across 689 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2659941 |
| Exams passed | Series 63 (1997) · Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tamalpaisam.com |
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Questions about Lincoln
Is Lincoln Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lincoln holds no broker registration, and Tamalpais Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lincoln charge for financial advice?
Lincoln's firm, Tamalpais Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Lincoln Wells based?
Lincoln Wells is based in Larkspur, California.
What does Lincoln specialize in?
Lincoln's specialties include estate & legacy planning, real estate investors and small business owners. Lincoln works with tech employees, ultra high net worth, real estate investors, divorced individuals and pre-retirees.
Is Lincoln Wells registered with the SEC?
Yes. Lincoln Wells is registered as an investment adviser representative in CA (CRD 2659941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tamalpais Asset Management manage?
Tamalpais Asset Management reports $262.5M across 689 accounts in assets under management.
How do I contact Lincoln Wells?
Through Lincoln's website, www.tamalpaisam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tamalpais Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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