RIA Intel›Advisers›Utah›MOUNTAIN GOAT WEALTH MANAGEMENT LLC

MOUNTAIN GOAT WEALTH MANAGEMENT LLC

Advisory

UT

Data as of May 7, 2026 · Source: SEC Form ADV

Average account

$92K

across 71 accounts

AUM per adviser

$2M

3 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, UT, WY

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

71 clients

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

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