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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
About Rampart Wealth Management
Rampart Wealth Management is an independent brokerage and advisory firm delivering financial planning and retirement-focused wealth management for retail clients. The team builds non-cookie-cutter portfolios tailored to each client’s goals, age, and risk factors, with an emphasis on managing inflation and market/international influences. Operates with nearly four decades of investing experience and can custody through Charles Schwab and Merrill Lynch.
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Investment Themes
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Owner & Executives
RON ELLIARD
Chief Compliance Officer, Principal
- CRD
- #6366977
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,300,000 | -- |
| Total | $2,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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