P
Petroglyph Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,404,710
Total clients
17
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$612,042
About
The firm provides ongoing portfolio management and related financial planning to individual and high‑net‑worth clients, serving a small client base (about 17 relationships) with roughly $10 million in reported assets. There is no account minimum and the firm offers both discretionary and non‑discretionary management, documenting objectives in an Investment Policy Statement and reviewing accounts at least quarterly.
Investment decisions are driven by a mix of cyclical and fundamental analysis, modern portfolio theory, and quantitative models, with portfolios primarily constructed using mutual funds and ETFs (including precious‑metal and commodity‑focused ETFs). The firm engages in a range of trading strategies — long‑ and short‑term trading, margin, and options (including covered and uncovered strategies and spreads) — which it notes carry material additional risks.
What is noteworthy is the firm’s small, recently formed solo‑practitioner model (formed in 2023) combined with an emphasis on ETFs and commodities and the explicit use of margin and uncovered options, as well as offering financial planning at no additional fee. The brochure also discloses the firm does not use third‑party sub‑advisers, names a recommended custodian platform, does not participate in wrap programs, and maintains a written Code of Ethics that addresses personal trading and potential conflicts.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Portfolio management and financial planning via asset-based fees, no commissions accepted.
Main office location
Petroglyph Wealth
Rio Rancho NM, United States
Number of offices
1
Most active in
Petroglyph Wealth has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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