Mountain Goat Wealth Management LLC
RIAState Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$92.5K
Accounts
71
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 332464
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mountain Goat Wealth Management LLC is an independent registered investment adviser operating as an LLC and focused on individuals and families. The firm provides financial planning, direct portfolio management for individuals and small businesses, and the selection of third‑party advisers, and it acts as a capital allocator on behalf of clients. Its billing mixes asset‑based fees and hourly charges. The firm also identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds62%
- Other20%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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