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Peltoma Capital Partners

EST. AUM
$211,213,434

CONTACTS
3

CLIENT ACCOUNTS
79

Firm Details

Metro area Austin
CRD Number 325138
Website peltomacapital.com
Client types

Overview

Peltoma Capital Partners is an independent, fee-only registered investment advisory firm founded in 2023. Headquartered in Austin, Texas, with an additional office in Whitefish, Montana, the firm serves clients across the United States. Peltoma integrates evidence-based investing with comprehensive financial planning and tax strategies, aiming to provide clients with a sense of ease, comfort, and time. The firm's approach emphasizes transparency, a systematic methodology, and a commitment to aligning clients' financial plans with their personal goals.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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