V
Vortalis Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
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
The firm provides discretionary investment management and one-time, project-based financial planning services to individuals and high-net-worth individuals. It advises on a range of securities including stocks, bonds, mutual funds, ETFs, and municipal and government securities, and will review or incorporate investments clients already hold.
Its investment process combines fundamental, technical, cyclical and charting analysis and relies on Modern Portfolio Theory to set asset-allocation targets, using a mix of passive and active vehicles and holding positions long term with limited short-term trades as needed. The firm also offers socially conscious/ESG options and typically operates on an institutional custodial platform and third-party research resources.
Noteworthy distinctions include offering hourly billing for limited-scope, project-based financial planning in addition to asset-based advisory services—an approach that is relatively uncommon among comparable investment managers. The firm is newly established and its principal concurrently holds a full-time operating role at a quantitative research firm (clients are not solicited into that business); the adviser is fee-only and does not accept sales commissions.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001+: 0.75%
$200 per hour for Project-Based Financial Planning; fees negotiable.
Fee-only: Firm is fee-only, compensated solely by clients, no commissions or sales-related compensation.
Main office location
Vortalis Wealth Management LLC
El Dorado Hills CA, United States
Number of offices
1
Most active in
Vortalis Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
-
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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