Mountaintop Wealth

Overview

Mountaintop Wealth is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, adviser selection, and client education through seminars and workshops. Fee arrangements are flexible and include a percentage-of-assets component alongside hourly and fixed-fee options. Investment activity is concentrated in pooled public funds and mutual funds, with the firm acting as a capital allocator when it makes alternative allocations. The firm does not position itself as an ESG investor and does not report multi-state advisory registration or pension-consulting services. Given its client base and service mix, Mountaintop Wealth appears to favor turnkey, scalable portfolio solutions rather than large bespoke direct-equity programs.

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Public Holdings

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Location & Offices