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Grace Trewartha

Financial Planner·MAPT CAPITAL
MADISON, WI
·CRD# 4906746·8 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Grace Hweilynn Wang

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years registered in the securities industry

Current & Past Employments

Current

MAPT CAPITALCurrent·CRD# 341390
RIA
6709 Raymond Road Suite 124, Madison, WI 53719
May 4, 2026 - Present

Past

CREATIVE PLANNINGPast·CRD# 105348
RIA
Madison, WI
October 6, 2020 - May 15, 2024
THUN FINANCIAL ADVISORSPast·CRD# 146914
RIA
Madison, WI
March 10, 2020 - September 30, 2020

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Current Firm

MC
MAPT CAPITAL

MAPT CAPITAL | MAPT CAPITAL LLC

CRD#: 341390
Wisconsin
Registered Investment Advisory firm - Wisconsin (5/4/2026 Approved)

Contact Information

Main Address

6709 Raymond Road Suite 124, Madison, WI 53719

Phone Number

(608) 298-6489

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

42

AUM (Assets Under Management)

$10,061,649

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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.

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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.
IAR
Wisconsin
(5/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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