MAPT CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GRACE TREWARTHA

    Founder & CEOCRD 4906746

Contacts

2 of 2
  • Francisco Aguilar Puyol

    FounderCRD 6750534

  • NANCY Metzger

    Founder & CCOCRD 1826400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth