Mountaintop Wealth
Firm details
- Headquarters
- ,
- CRD number
- 318153
- Website
- mountaintopwealth.com
- 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 operates as an independent, individual-owned registered investment adviser organized as an LLC. The firm serves primarily individual and family clients and offers a mix of financial planning and portfolio management for individuals and small businesses. Its advisory services also include selecting other advisers on clients’ behalf and providing educational seminars and workshops. Mountaintop Wealth bills clients via a combination of AUM-based fees, hourly charges, and fixed fees, and it acts as a capital allocator when placing client capital with third-party managers. The firm does not self-identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Its client base and service set are relatively focused rather than institutional.
Assets & Accounts
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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