Sean Toohey
Alpine Private Wealth · Omaha, Nebraska
Sean Toohey is a fee-only financial advisor at Alpine Private Wealth in Omaha, Nebraska. Sean charges a percentage of assets (0.75%–1% a year of assets managed) and focuses on founders (pre-exit) and small business owners.
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Specialties
Who they serve
- High earners
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Alpine Private Wealth |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.45B across 295 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7377414 |
| Exams passed | Series 66 (2021) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.alpineprivatewealth.com |
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Questions about Sean
Is Sean Toohey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Alpine Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean charges a percentage of assets.
How much does Sean charge?
According to Alpine Private Wealth's website, checked October 30, 2026: 0.75%–1% a year of assets managed.
Where is Sean Toohey based?
Sean Toohey is based in Omaha, Nebraska.
What does Sean specialize in?
Sean's specialties include founders (pre-exit) and small business owners. Sean works with high earners, founders, ultra high net worth and multi-generational families.
Is Sean Toohey registered with the SEC?
Yes. Sean Toohey is registered as an investment adviser representative in MO (CRD 7377414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpine Private Wealth manage?
Alpine Private Wealth reports $1.45B across 295 accounts in assets under management.
How do I contact Sean Toohey?
Through Sean's website, www.alpineprivatewealth.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
- Alpine Private Wealth 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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