Rampart Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 311211
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rampart Wealth Management operates as an independent Registered Investment Advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual clients and families, offering a range of services including financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, Rampart Wealth Management conducts educational seminars and workshops. While the firm does not actively engage in ESG investing, it does have affiliations with insurance companies, reflecting its role as an insurance broker.
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
- Exchange Traded Equities72%
- Cash & Cash Equivalents17%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Ron Elliard
PrincipalCRD 6366977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations