B
$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2024
- Office Locations
- 2
Office Locations
-- Plainsboro NJ
-- Woodside NY
About Basalt Wealth Inc.
Basalt Wealth Inc. is a Woodside-based RIA with 2 offices. The firm has been operating for 2 years. Managing $500.0K in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$250.0K AVG AUM / ADVISOR
$35.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
C
CHI TANG
President
- CRD
- #7976946
- Ownership
- 75% or more
Available
Available
Available
T
Taiwei Chang
Chief Investment Officer
- CRD
- #7976951
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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