GLACIERWEALTH

GLACIERWEALTH, INC.

CRD 116372 · SEC 801-63381

643 DENVER ST, STE 100, WHITEFISH, MT, 59937, United States

Phone

800-416-1063

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$41.5M

Discretionary AUM

$33.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-21

Disciplinary history

Yes

Services

Portfolio management (individuals)BUSINESS CONSULTING

Type	Clients	AUM
Individuals	9	$19.8M
High net worth individuals	32	$11.8M
Pension/profit sharing plans	2	$9.0M
Charitable organizations	1	$427K
Corporations/business entities	2	$493K

Official SEC filing: View on IAPD