Batholith Wealth Management & Insurance

Overview

Batholith Wealth Management & Insurance operates as a small, insurance-affiliated advisory firm focused on financial planning and portfolio management for individuals, small businesses and institutional clients. The firm lists a mix of fee arrangements — percentage of assets under management, hourly billing and fixed fees — giving flexibility to work with a single-client relationship or a limited number of mandates. Its regulatory profile classifies it as an unclassified LLC with an individual owner, and it is not positioned as a multi-state or pension consultant advisor. Investment activity shows a clear tilt toward equities as the primary liquid allocation. The firm reports a preference for exchange-traded securities and uses a combination of traditional investment products alongside insurance vehicles. Given the insurance affiliation and the stated use of annuities, the strategy appears oriented to integrate life- and income-oriented solutions with market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices