RIA Intel›Advisers›New York›BASALT WEALTH INC.

BASALT WEALTH INC.

Advisory

NY

Data as of Jan 4, 2026 · Source: SEC Form ADV

Rank in NY

#5,635

of 5,722 advisers by AUM

Average account

$36K

across 14 accounts

AUM per adviser

$250K

2 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2026.

Total AUM

$500K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$500K

Discretionary AUM$500K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

INTENTIONAL FUNDS LLC

$500K

MAYNARD, PETER DOUGLAS

$500K

WIC ADVISORS, LLC

$506K

NCT ADVISORS LLC

$487K

CLARITY DIVERSIFIED ALTERNATIVES PORTFOLIO MANAGEMENT LTD.

$525K

VALLEY FINANCIAL MANAGEMENT, INC.

$473K

Get the full picture on BASALT WEALTH INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BASALT WEALTH INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans