RIA Intel›Advisers›Montana›BDL WEALTH MANAGEMENT PLLC

BDL WEALTH MANAGEMENT PLLC

Advisory

BILLINGS, MT

Data as of May 5, 2026 · Source: SEC Form ADV

Average account

$202K

across 28 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMT, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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EDR INVESTMENT ADVISORS, LLC

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