RIA Intel›Advisers›Montana›GROUP W INVESTMENT MANAGEMENT LLC

GROUP W INVESTMENT MANAGEMENT LLC

Advisory

BOZEMAN, MT

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$908K

across 23 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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

22 clients

14 high-net-worth

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.

PRICE, JAMES JARRATT

$20M

WATSON HOUSE INVESTMENT MANAGEMENT, LLC

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CUMMINGS, SCOTT, TUCKER

$19M

VISUAL APPROACH LLC

$19M

INUKSHUK INVESTMENTS, LLC

$18M

QUINN CAPITAL LLC

$24M

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