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GT

Grace Trewartha

MAPT CAPITAL | Financial Planner
MADISON, WI 53719
CRD#: 4906746
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GT
Grace TrewarthaMAPT CAPITAL

Professional summary

Grace Trewartha, who also goes by Grace Hweilynn Wang, is a registered financial advisor currently at MAPT CAPITAL located in Madison, Wisconsin.

Grace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Grace has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grace Hweilynn Wang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grace Trewartha's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 4, 2026 - Present

MAPT CAPITAL

Office #1: 6709 Raymond Road Suite 124, Madison, WI 53719
RIA
CRD#: 341390
MADISON, WI
Past

October 6, 2020 - May 15, 2024

CREATIVE PLANNING

RIA
CRD#: 105348
Madison, WI
Past

March 10, 2020 - September 30, 2020

THUN FINANCIAL ADVISORS

RIA
CRD#: 146914
MADISON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(5/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2018
Uniform Investment Adviser Law Examination

Current Firm

MC
MAPT CAPITAL
MAPT CAPITAL | MAPT CAPITAL LLC

CRD#: 341390 / SEC#:

Wisconsin
Registered Investment Advisory firm - (5/4/2026 Approved)
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Contact information

Main Address
6709 Raymond Road Suite 124, Madison, WI 53719
Mailing Address
Phone number
(608) 886-1780
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAPT CAPITAL

Financial PlannerCRD#: 341390Madison, WI 53719

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