Basalt Wealth Inc.

Overview

Basalt Wealth Inc. is an independent, privately owned registered investment adviser serving individuals and families. The firm provides a mix of advisory services that include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting activities, market timing and security pricing services, plus educational workshops. Its compensation model combines percentage-of-assets under management, hourly fees and the ability to charge performance-based fees. The firm is state-registered in New Jersey and New York and operates as a small, boutique RIA rather than as a capital allocator or multi-state SEC filer. Basalt Wealth does not identify as an active ESG investor in its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices