Firm
Petroglyph Wealth
Rio Rancho, New Mexico
Fee-only
Petroglyph Wealth at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 17 individual clients, 3 of them high net worth.
- Its average account is about $612,000 (assets it manages divided by its 17 accounts).
Facts
| Based in | Rio Rancho, New Mexico |
|---|---|
| Phone | (646) 678-0136 |
Petroglyph Wealth fees
Petroglyph Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $10 million |
| Individual clients | 14 |
| High-net-worth clients | 3 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 327538 |