A complete list of active advisors currently associated with Batholith Wealth Management & Insurance

Warmer can help you find a great advisor at Batholith Wealth Management & Insurance or one who fits your needs even better.

Batholith LLC provides ongoing portfolio management, financial planning, and physical precious metals research and due diligence for individual and high‑net‑worth clients. Services include creating an Investment Policy Statement, discretionary portfolio management, and advice across mutual funds, fixed income, insurance products (including annuities), equities, ETFs, venture capital funds and private placements. The firm documents client goals and risk tolerance in an Investment Policy Statement and typically seeks discretionary trading authority to implement its strategies, with quarterly custodial reports. Its analysis framework combines charting, cyclical, fundamental, quantitative and technical methods and it employs a range of strategies—from long‑term positions to short sales, margin and options—that the brochure notes carry material additional risk. Distinctive features disclosed in the brochure include an affiliation with the firm’s principal’s insurance activities and the acceptance of commissions for insurance sales, which the firm identifies as a conflict of interest and says it discloses to clients. The firm also offers hourly financial planning rates and fixed fees for precious metals due diligence, and it reports managing a very small amount of discretionary assets ($26,000) under a single management reviewer, a combination that is uncommon among investment managers.

To learn more about the advisors currently working at Batholith Wealth Management & Insurance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.