BASALT WEALTH INC.

BASALT WEALTH INC. is an SEC-registered investment adviser (CRD 333045). Regulatory assets under management: $500K.

Registration

• CRD: 333045
• Type: Registered investment adviser
• Phone: 4059960168
• Latest filing: 2026-01-04
• Regulatory AUM: $500K
• Discretionary AUM: $500K
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pensions, State/municipal.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search