Updated:
Basalt Wealth Inc.
BASALT WEALTH INC. is a state-registered investment adviser with $500,000 in regulatory assets under management. The firm has 2 employees and 2 investment...
Overview
BASALT WEALTH INC. is a state-registered investment adviser with $500,000 in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
El Segundo
Corporate office
El Segundo, CA, United States
Principals
John P. Jones
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Basalt Wealth Inc.?
John P. Jones serves as President and Chief Investment Officer, making final investment decisions for the firm's multi-asset portfolios (per SEC filing, 2018).
Does Basalt Wealth Inc. disclose its AUM or client base?
No. The firm does not publicly report its assets under management or client composition. Its public disclosure is limited to SEC-required filings, which do not detail AUM figures.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Basalt Wealth Inc. in Altss
Explore available research and relationship coverage for this adviser in Altss.