Mountaintop Wealth
Firm details
- Headquarters
- ,
- CRD number
- 318153
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mountaintop Wealth is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, combining advisory work with selection of external managers. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. Core services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and investor education through seminars or workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Roland McIntyre
Chief Compliance OfficerCRD 6814494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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