Roadmap Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 229789
- Website
- roadmapwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.5%
- Individuals3.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Roadmap Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, delivering advice under a mixed fee model that combines a percentage-of-AUM schedule with hourly billing for planning work. Investment activity is concentrated on personalized portfolio management rather than institutional or pension consulting work. Roadmap typically manages client assets on a discretionary basis and shows a material allocation to non-standard holdings classified as “Other,” alongside a stated use of third‑party managers for alternative exposures, principally real estate.
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
- Other67%
- Exchange Traded Equities26%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Steven Warta
FounderCRD 1230448
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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