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6709 Raymond Road Suite 124, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-04 |
Branch Locations
6709 Raymond Road Suite 124, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manhattan Prep | New York | NY | 07/2014 | 03/2018 |
| Creative Planning | Madison | WI | 09/2020 | 05/2024 |
| Manhattan Prep | New York | NY | 08/2002 | 02/2022 |
| Live Beneath Your Means Llc | Madison | WI | 09/2018 | Present |
| Ncg | Madison | WI | 09/2022 | Present |
| Roaring Fork | Madison | WI | 11/2024 | Present |
| Mapt Capital Llc | Madison | WI | 02/2026 | Present |
Grace Trewartha is currently employed as a Catering Driver for Roaring Fork. This activity accounts for approximately 25 hours per month, 20 of which occur during trading hours. Clients of MAPT are not involved in, nor are they solicited to participate in this outside business activity. Grace Trewartha is a Front Desk Associate with NCG, a hotel. This activity accounts for approximately 16 hours per month, none of which occur during trading hours. Clients of MAPT are not involved in, nor are they solicited to participate in this outside business activity. Grace Trewartha is CEO of Live Beneath Your Means LLC, a financial education company. This activity accounts for approximately 20 hours per month of her time, 10 of which occur during trading hours. This may create a conflict of interest because Grace Trewartha has an incentive to refer Clients between Live Beneath Your Means LLC and MAPT, although neither party receives compensation for Client referrals. To mitigate the existence of this conflict, as a fiduciary Grace Trewartha has a duty to act solely in the best interests of each Client and will only recommend services appropriate to the Client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, Clients utilizing services of both entities will engage and remit payment to each business separately.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
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