RIA Intel›Advisers›Montana›VISUAL APPROACH LLC

VISUAL APPROACH LLC

Advisory

Data as of Mar 8, 2026 · Source: SEC Form ADV

Average account

$2M

across 10 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 8, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MT

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

CUMMINGS, SCOTT, TUCKER

$19M

INUKSHUK INVESTMENTS, LLC

$18M

SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

MISSOULA, MT

$18M

WATSON HOUSE INVESTMENT MANAGEMENT, LLC

$20M

PRICE, JAMES JARRATT

$20M

GROUP W INVESTMENT MANAGEMENT LLC

BOZEMAN, MT

$21M

Get the full picture on VISUAL APPROACH LLC

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

Create a free account →See plans