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Batholith Wealth Management & Insurance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Batholith LLC provides ongoing portfolio management, financial planning, and physical precious metals research and due diligence for individual and high‑net‑worth clients. Services include creating an Investment Policy Statement, discretionary portfolio management, and advice across mutual funds, fixed income, insurance products (including annuities), equities, ETFs, venture capital funds and private placements.
The firm documents client goals and risk tolerance in an Investment Policy Statement and typically seeks discretionary trading authority to implement its strategies, with quarterly custodial reports. Its analysis framework combines charting, cyclical, fundamental, quantitative and technical methods and it employs a range of strategies—from long‑term positions to short sales, margin and options—that the brochure notes carry material additional risk.
Distinctive features disclosed in the brochure include an affiliation with the firm’s principal’s insurance activities and the acceptance of commissions for insurance sales, which the firm identifies as a conflict of interest and says it discloses to clients. The firm also offers hourly financial planning rates and fixed fees for precious metals due diligence, and it reports managing a very small amount of discretionary assets ($26,000) under a single management reviewer, a combination that is uncommon among investment managers.
Client services
Financial planning
Portfolio management
Physical precious metals research & due diligence
Physical precious metals research & due diligence
Expertise
Annuities
Options & derivatives strategies
Private / alternative investments
Fee options
Between $25 and $500 fixed fee for Physical Precious Metals Research & Due Diligence
$0 - $500,000: 1.25% $500,001+: 1.00%
Between $50 and $200 per hour
Main office location
Batholith Wealth Management & Insurance
Boise ID, United States
Number of offices
1
Most active in
Batholith Wealth Management & Insurance has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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