AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GT

Grace Trewartha

MAPT CAPITAL | Financial Planner
MADISON, WI 53719
Some features on this profile are disabled
CRD#: 4906746
GT

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Grace Trewartha

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

Similar Advisors

Dana Brent Napier
Dana NapierAdvisorCheck Check Mark
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
IAR
RR
PARIS, TX
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
CW
Cindy WongAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.