Wyatt O'rourke
Advisor at Basilic
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Wyatt O’rourke is a financial advisor at Basilic with a Series 66 designation and one year of industry experience. He has worked at firms including OneAmerica Securities and American United Life, and co-founded Meera Capital, a business strategy consulting firm. Outside of his advisory role, he is involved in software development and book publishing related to Bitcoin mining. Basilic provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs both discretionary and non-discretionary investment strategies incorporating modern portfolio theory, quantitative and fundamental analysis, and technical charting, and collaborates with third-party providers for digital asset custody and trading.
Client services
Based on Basilic
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Basilic
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees between $1,000 and $5,000; continuous planning services $1,000/year; Bitcoin financial services flat annual fees ranging from $0 to $3,000 depending on model; Pension consulting fixed fees between $0 and $5,000 for plan creation and $0 to $2,000 for ongoing maintenance
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$425 per hour, negotiable
Account minimum: No account minimum for any of BAS’s services
Location
3700 N Franklin St., Suite 2
Denver, CO 80205
Most active in
Wyatt O has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Basilic LLC
2024 - Present (2 years)
OneAmerica Securities
2023 - 2024 (1 year)
American United Life
2023 - 2024 (1 year)
CafePay
2022 - 2023 (1 year)
Meera Capital
2022 - Present (4 years)
Mission Peak Capital
2019 - 2022 (3 years)
Bridgepoint Investment Bank
2018 - 2019 (1 year)
Principal Global Investors
2017 - 2018 (1 year)
Principal Financial
2017 - 2017 (1 year)
Regions Financial
2016 - 2017 (1 year)
Drake University
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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