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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

Boardwalk Wealth Management

Multi family office in Dallas, TX, United States; focus on real estate and climate.

Identity

HEADQUARTERS
Dallas, TX, United States

Investment approach

SECTORS
Real Estate & PropTechClimate & Energy

Overview

This multi family office has its headquarters in Dallas, TX, United States. Its sector focus covers real estate and climate. 11 people are named on its team.

People

  • Kristin Garcia
    Asset Management · source
  • Brittany Blake
    Investor Relations & Transaction Coordinator · source
  • Bill Henderson
    Managing Director of Capital Formation & Investor Relations · source
  • Omar Khan
    CFA — Founder & Managing Partner · source
  • Miles Grade
    Director of Sales & Acquisitions · source
  • Marilynn Harrison
    Financial Controller · source
  • Sadiya Sarwar
    Fundraising · source
  • Sean Corbett
    Marketing Director · source
  • Ross Mann
    Chief Technology Officer · source
  • Matt Peoples
    Sales · source
  • Christian Iniguez
    Capital Markets Account Executive · source

Frequently asked questions

Boardwalk Wealth Management is a multi family office based in Dallas, TX, the United States.

Boardwalk Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.

Boardwalk Wealth Management invests in Real Estate & PropTech and Climate & Energy.

Key people at Boardwalk Wealth Management include Omar Khan (CFA — Founder & Managing Partner), Miles Grade (Director of Sales & Acquisitions), Marilynn Harrison (Financial Controller) and Kristin Garcia (Asset Management).