Petroglyph Wealth

Overview

Petroglyph Wealth is a small, independent registered investment adviser structured as an LLC that focuses on fee-based financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm runs client portfolios primarily through pooled public funds and mutual funds rather than direct stock-picking or large allocations to private alternatives. Petroglyph Wealth operates under a percentage-of-AUM fee model and maintains a single-office, boutique practice style that emphasizes personalized planning and wrapped investment solutions over institutional-size capital allocation. The adviser is not positioned as an ESG-focused or multi-state firm and does not act as a pension consultant or affiliated capital allocator. Advisory activity centers on comprehensive financial planning and discretionary portfolio oversight for a relatively small client base, with the firm relying on custody and platform services to deliver investment execution and reporting.

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Location & Offices