RIA Intel›Advisers›Montana›BLACK CAT WEALTH LLC

BLACK CAT WEALTH LLC

Advisory

BOZEMAN, MT

Data as of Jun 1, 2026 · Source: SEC Form ADV

Average account
$291K
across 33 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM
$10M
Discretionary %
97.7%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$9M
Non-Discretionary AUM$220K
Discretionary %97.7%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

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

AWG QOFB LLC
$10M
OPULENCE PLANNING, LLC
$10M
KTE CAPITAL MANAGEMENT, LLC
$11M
YELLOWSTONE INVESTMENT PLANNERS, INC.
$11M
ENTRUSTED WEALTH LLC
KALISPELL, MT
$8M
HARGIS CAPITAL MANAGEMENT, INC.
BOZEMAN, MT
$12M
-52.0% 1Y

Get the full picture on BLACK CAT WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BLACK CAT WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans