Petroglyph Wealth

Petroglyph Wealth Management is a small independent advisory firm that serves individual investors (including high‑net‑worth individuals), solo entrepreneurs, and small businesses, offering ongoing portfolio management with integrated financial planning at no additional fee. The firm reports about $10.4 million in discretionary assets across 17 client accounts and typically requires a $250,000 account minimum that may be waived at the firm’s discretion.

The firm documents client goals and risk tolerance in an Investment Policy Statement and generally manages accounts with discretionary trading authority, using methods such as modern portfolio theory, fundamental, cyclical, and quantitative analysis. Portfolios are constructed primarily with ETFs (including precious‑metal and commodity exposure) but the firm also uses long‑ and short‑term trading, margin transactions, and options strategies (including uncovered and spread positions), all of which carry elevated risk relative to basic buy‑and‑hold approaches.

Petroglyph Wealth operates on the Altruist custodial platform and may enroll client accounts in Altruist One; it also participates in an Altruist Support Program through which the firm may receive fee waivers, reimbursements, or other payments tied to assets maintained on the platform—arrangements the brochure identifies as potential conflicts of interest. As a recently formed, single‑advisor practice, the firm presents a boutique, hands‑on model with quarterly reviews while explicitly disclosing platform incentives and the associated conflict considerations.