# Batholith Wealth Management & Insurance

> Batholith Wealth Management & Insurance is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 338434
- Filed as: BATHOLITH WEALTH MANAGEMENT & INSURANCE
- Legal name: Batholith LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338434
- AdvisorCensus page: https://advisorcensus.com/firm/batholith-wealth-management-and-insurance-338434

## Quick answers

**How is Batholith Wealth Management & Insurance compensated?**
On its Form ADV (Item 5.E, October 2026), Batholith Wealth Management & Insurance reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Batholith Wealth Management & Insurance registered with the SEC or a state?**
Batholith Wealth Management & Insurance is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338434.

**How much does Batholith Wealth Management & Insurance manage?**
Batholith Wealth Management & Insurance reports $26,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Batholith Wealth Management & Insurance serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1).

**Does Batholith Wealth Management & Insurance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338434

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,000
- Discretionary: $26,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $26,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Batholith Wealth Management & Insurance (CRD 338434): Form ADV filing data as of October 2026.