# Petroglyph Wealth

> Petroglyph Wealth is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 327538
- Filed as: PETROGLYPH WEALTH
- Legal name: Petroglyph Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Mexico
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327538
- AdvisorCensus page: https://advisorcensus.com/firm/petroglyph-wealth-327538

## Quick answers

**How is Petroglyph Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Petroglyph Wealth reports these compensation arrangements: a percentage of assets under its management.

**Is Petroglyph Wealth registered with the SEC or a state?**
Petroglyph Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327538.

**How much does Petroglyph Wealth manage?**
Petroglyph Wealth reports $10,404,710 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Petroglyph Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (3).

**Does Petroglyph Wealth 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/327538

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,404,710
- Discretionary: $10,404,710
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,567,575 |
| High net worth individuals | 3 | $5,837,135 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @91171667

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Petroglyph Wealth (CRD 327538): Form ADV filing data as of October 2026.