RIA IntelAdvisersMontanaGLACIERWEALTH, INC.

GLACIERWEALTH, INC.

Advisory

WHITEFISH, MT

Data as of May 21, 2026 · Source: SEC Form ADV

AUM change, 1 year
0.0%
20th percentile in MT
AUM CAGR, 3 year
+15.4%
compound annual growth
Average account
$242K
across 172 accounts
AUM per adviser
$42M
1 advisers
Filing history
26
filings since 2004

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM
$42M
1-Year AUM Growth
0.0%
3-Year CAGR
+15.4%
Employees
1
Assets Under Management
Total AUM$42M
Discretionary AUM$34M
Non-Discretionary AUM$8M
Discretionary %80.8%
Total Clients46
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Filing History
Total Filings on Record26
First FilingJul 21, 2004
Latest FilingMay 21, 2026
Full AUM trend chart and 26 historical filings spanning 22+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InID, MT, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

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

CRESCENT CAPITAL MANAGEMENT CO
WHITEFISH, MT
$42M
-13.5% 1Y
MOUNTAIN WEALTH MANAGEMENT, LLC
BOZEMAN, MT
$43M
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
KALISPELL, MT
$43M
+0.9% 1Y
PORTFOLIO LOGIX, LLC
MISSOULA, MT
$39M
LUSSENHEIDE CAPITAL MANAGEMENT, INC
$44M
COCREATE FINANCIAL LLC
BOZEMAN, MT
$38M

Get the full picture on GLACIERWEALTH, INC.

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

Create a free account →See plans