This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2024
- Office Locations
- 1
Office Locations
About Basilic
Basilic Financial is a Denver-based wealth manager providing financial planning, managed portfolios, and retirement plan design for individuals and small business owners. The firm blends traditional portfolio management with Bitcoin ecosystem guidance, emphasizing tax efficiency, financial sovereignty, and inflation protection, with support around custody practices and security. Platforms include Altruist and Matrix Trust.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Wyatt R O'Rourke
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6751216
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,725 | -- |
| Non-Discretionary | $1,753,721 | -- |
| Total | $1,845,446 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing