RIA Intel›Advisers›Montana›MOUNTAIN WEALTH MANAGEMENT, LLC

MOUNTAIN WEALTH MANAGEMENT, LLC

Advisory

BOZEMAN, MT

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$239K

across 180 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT, TX

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

28 clients

16 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.

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GLACIERWEALTH, INC.

$42M

GLACIER INVESTMENT MANAGEMENT, LLC

$46M

PORTFOLIO LOGIX, LLC

$39M

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