BASALT WEALTH INC.

Overview

Basalt Wealth Inc. is a small, independent registered investment adviser focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also offers educational seminars and portfolio-related services such as security pricing/rating support and market timing guidance. Its fee schedule is flexible—charging a percentage of assets under management, hourly fees, and in some cases performance-based fees—allowing it to work on both retainer-style plans and fee-for-service engagements. Investment activity is concentrated in liquid equity instruments, with an explicit preference for exchange-traded equities. That equity tilt drives how the firm constructs client portfolios, using exchange-traded vehicles for core exposure and separately managed account structures where appropriate. Basalt is not positioned as a capital allocator; instead it uses third-party managers when accessing alternative strategies. The firm is not described as an active ESG investor.

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Public Holdings

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Location & Offices