Vortalis Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
El Dorado Hills CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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