MAPT CAPITAL
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 341390
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mapt Capital is organized as a limited liability company that provides advisory services focused on financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm is classified as unclassified in public snapshots and does not present itself as a capital allocator. It is not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the available records. The firm charges clients through a combination of asset-based fees and fixed fees. Mapt Capital is not identified as an active ESG investor in the provided data. Public records supply only a basic operating profile and do not detail investment style, model portfolios, or target client segments beyond the advisory activities noted above.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GRACE TREWARTHA
Founder & CEOCRD 4906746
Contacts
2 of 2Francisco Aguilar Puyol
FounderCRD 6750534
NANCY Metzger
Founder & CCOCRD 1826400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 6709 Raymond Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WEA FINANCIAL ADVISORS, INC.
RIAMADISON, WI
COMPOUND WEALTH, ADVISORY AND TAX LLC
RIAMADISON, WI
YAHARA WEALTH MANAGEMENT LLC
RIAMADISON, WI
MENDOTA FINANCIAL GROUP, LLC
RIAMADISON, WI
FORWARD INVESTMENT ADVISORS, INC.
RIAMADISON, WI
2ND MARKET CAPITAL ADVISORY CORP.
RIAMADISON, WI