Basalt Wealth Inc.
Firm details
- Headquarters
- ,
- CRD number
- 333045
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Basalt Wealth Inc. is an independent, owner-operated registered investment adviser serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, security ratings/pricing services, market timing advice, and educational seminars and workshops. The firm charges fees as a percentage of assets under management, on an hourly basis, and may use performance-based fees for certain arrangements. Basalt does not identify itself as an active ESG investor and is not designated as a capital allocator. The firm’s SEC registration year is not disclosed in the available data.
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 Equities80%
- Derivatives10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Taiwei Chang
Chief Investment OfficerCRD 7976951
Contacts
1 of 1Chi Tang
PresidentCRD 7976946
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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