Basalt Wealth Inc.

RIAState Registered
Total AUM
$500K
Discretionary
$500K
100% of AUM
Avg account
$35.7K
Accounts
14
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
333045
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Basalt Wealth Inc. is an independent, privately owned registered investment adviser serving individuals and families. The firm provides a mix of advisory services that include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting activities, market timing and security pricing services, plus educational workshops. Its compensation model combines percentage-of-assets under management, hourly fees and the ability to charge performance-based fees. The firm is state-registered in New Jersey and New York and operates as a small, boutique RIA rather than as a capital allocator or multi-state SEC filer. Basalt Wealth does not identify as an active ESG investor in its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Derivatives10%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth