RIA Intel›Advisers›Montana›WEALTHNEST FINANCIAL LLC

WEALTHNEST FINANCIAL LLC

Advisory

BIGFORK, MT

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in MT

#29

of 36 advisers by AUM

Average account

$286K

across 317 accounts

AUM per adviser

$91M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

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

122 clients

46 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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MONTEITH WEALTH, LLC.

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NORTHFORK FINANCIAL LLC

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