Split Rock Private Trading and Wealth Management LLC

EST. AUM
$356,141,386

CONTACTS

CLIENT ACCOUNTS
2,084

Firm Details

Metro area Grand Rapids
CRD Number 152003
Website splitrockprivatetrading.com
Client types

Overview

Split Rock Private Trading and Wealth Management LLC is an independent, fee-only registered investment adviser headquartered in Minnesota, with primary operations in Cloquet and Duluth. Operating under a strict fiduciary standard, the firm provides customized wealth management and discretionary portfolio design for retail clients, high-net-worth families, and retirement plans. The firm is distinguished by its tactical, process-driven Equity Rotation strategy, which tracks phases of the economic cycle to strategically overweight sectors positioned for growth. Its broader wealth management framework integrates personalized financial planning, downside risk mitigation, and tax-aware strategies, utilizing low-cost institutional investment vehicles to support long-term capital growth while managing market volatility.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Split Rock Private Trading and Wealth Management LLC

Platform Details

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