Trek Line Wealth

Overview

Sage Mountain Wealth Management is an independent, individually owned LLC that provides fee-based advisory services primarily to individuals, families and some institutional clients. The firm concentrates on financial planning and portfolio management for individuals and small businesses, operating on a percentage-of-AUM fee model. According to its filings the adviser is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices