Basalt Wealth Inc.

Overview

Basalt Wealth Inc. is an independent, owner-operated registered investment adviser serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, security ratings/pricing services, market timing advice, and educational seminars and workshops. The firm charges fees as a percentage of assets under management, on an hourly basis, and may use performance-based fees for certain arrangements. Basalt does not identify itself as an active ESG investor and is not designated as a capital allocator. The firm’s SEC registration year is not disclosed in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices