Mapt Capital
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 341390
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mapt Capital is organized as a limited liability company under individual ownership and operates as an investment adviser focused on financial planning and discretionary portfolio management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. The firm charges either a percentage-of-AUM fee or fixed fees for its services. Regulatory and classification details in the record are minimal: the adviser is listed as unclassified, is not identified as a capital allocator, and does not describe itself as an active ESG investor. It is recorded as a single-state adviser, not newly formed, and it does not serve as a pension consultant or related adviser according to the available data.
Assets & Accounts
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 Equities93%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Grace Trewartha
Founder & CEOCRD 4906746
Contacts
2 of 2
Francisco Aguilar Puyol
FounderCRD 6750534

Nancy Metzger
Founder & CCOCRD 1826400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 6709 Raymond Rd
- Time zone
- CT (UTC-6)
- Office locations
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