Petroglyph Wealth
RIAState Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$612K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327538
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.1%
- Individuals43.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Petroglyph Wealth is an independent, individual-owned advisory firm organized as an LLC and registered at the state level in New Mexico. The firm focuses on serving individual and family clients with a fee model tied to a percentage of assets under management. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Petroglyph does not present itself as a capital allocator and is not positioned as an ESG-focused or multistate adviser.
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
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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