$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2022
- Office Locations
- 1
Office Locations
-- Chattanooga TN
About Mountaintop Wealth
Mountaintop Wealth is a fiduciary financial planning firm offering flat-fee planning and AUM-based investment advisory services with no commissions. The firm focuses on retirement readiness and college funding strategies, including FAFSA/CSS Profile reviews and guidance on scholarships, grants, and tax-efficient investing across clients’ accounts (e.g., IRAs). Assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$37.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Roland Edward McIntyre III
Chief Compliance Officer, Partner
- CRD
- #6814494
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,313,246 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,313,246 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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