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- Custodian
- Charles Schwab & Company · UBS · US Bank
- Clients
- Retail
- Platforms
- CrestElement bridge +more
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
About Inclinevest
Inclinevest is a Colorado-based, fee-only fiduciary RIA providing comprehensive financial planning and portfolio management for U.S. expatriates and retirees with cross-border complexity. The firm focuses on tax-aware, evidence-based investing and coordinated advice around U.S. taxation, retirement income, estate/inheritance planning, and equity compensation for globally mobile families. Client assets are custodied at Charles Schwab, and service is delivered virtually with a limited, high-touch client roster.
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Owner & Executives
Gabriel Motta
Analyst, Chief Compliance Officer, President
- CRD
- #6620742
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,190,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,190,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,190,837
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,269,452,990 | 38.9% |
| Cash | $2,075,976,577 | 24.7% |
| Equity - Exchange | $1,260,714,521 | 15.0% |
| Municipal Bonds | $1,798,619,382 | 21.4% |
| Total | $8,404,763,470 | 100.0% |