# Boardwalk Wealth Management

Boardwalk Wealth Management is a Multi Family Office based in Dallas, TX, USA.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, TX, USA
- **Assets under management:** Undisclosed
- **Website:** https://boardwalkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fadi-issa-b28953101

## Regulatory record

- **CRD number:** 310308
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310308

## About

Boardwalk Wealth is a private equity firm focused on building healthier communities through strategic multifamily housing investments. It delivers for investors by acquiring and developing communities that power tomorrow's housing needs, offering multifamily investment opportunities via data-driven operations, a culture of resident satisfaction, and capital markets sophistication. The firm is headquartered in Dallas, Texas, operates in the Midwest and Sunbelt, and services investors throughout the country.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## People

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

## Questions

### What investment stages does Boardwalk target?

Boardwalk focuses on direct and co-investments, often in control-oriented positions. Stage focus spans private credit, real estate, and infrastructure, but specific stages (e.g., growth equity, distressed) are not specified.

### What known investments has Boardwalk made?

No specific portfolio companies or deals are publicly attributed to Boardwalk Wealth Management. The firm lacks a public track record outside its regulatory filings.

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Last updated: 2026-08-11T15:06:20.694Z

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