Mapt Capital

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Madison, Wisconsin
CRD number
341390
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Grace Trewartha

    Grace Trewartha

    Founder & CEOCRD 4906746

Contacts

2 of 2
  • Francisco Aguilar Puyol

    Francisco Aguilar Puyol

    FounderCRD 6750534

  • Nancy Metzger

    Nancy Metzger

    Founder & CCOCRD 1826400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth