Ametrine Wealth

Overview

Ametrine Wealth operates as an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services for clients across individual, family and institutional segments. Fee arrangements are flexible — percentage of AUM plus hourly and fixed-fee engagements are used depending on the client and service. Investment activity is equity‑oriented: the firm shows a clear preference for exchange‑traded equities and integrates ESG considerations into its process. Ametrine Wealth also functions as a capital allocator, selecting third‑party advisers and external managers when appropriate rather than limiting all management in‑house. Portfolios are executed primarily through managed accounts with a core emphasis on liquid, exchange‑traded securities and supplemental use of mutual funds and annuities where they fit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices