RIA Intel›Advisers›Montana›ENTRUSTED WEALTH LLC

ENTRUSTED WEALTH LLC

Advisory

KALISPELL, MT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$156K

across 48 accounts

AUM per adviser

$8M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

Discretionary %

100%

Clients

12

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$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT

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

12 clients

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

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Advisers of similar size in MT

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

ADVANCED PRACTICE PLANNING, LLC

$6M

OFF THE BEATEN PATH FINANCIAL, LLC

$6M

KIPLING & CO.

$6M

BDL WEALTH MANAGEMENT PLLC

BILLINGS, MT

$6M

BLACK CAT WEALTH LLC

BOZEMAN, MT

$10M

WANGERIN, JAMES C

DEER LODGE, MT

$5M

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