Mountain Goat Wealth Management LLC

Overview

Mountain Goat Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that advises individual and family clients. The firm describes its advisory work around comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of outside managers — it functions as a capital allocator, arranging third‑party managers where appropriate. Fee arrangements include both a percentage of assets under management and hourly billing. The firm also identifies itself as an active ESG investor, suggesting sustainability or ESG considerations are folded into its investment selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices