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INVESTMENT MANAGEMENT GROUP
STOCKMAN WEALTH MANAGEMENT, INC.
CRD 122166 · SEC 801-61567
2700 KING AVE. W, BILLINGS, MT, 59102, United States
Phone
406-655-3960
Fax
406-874-8743
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.24B
Discretionary AUM
$1.75B
Team
30 total employees; 23 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; INSTITUTIONAL/BANK PORTFOLIO -SEE ADV PART 2A ITEM 5
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 960 | $303.3M |
| High net worth individuals | 379 | $1.04B |
| Banking/thrift institutions | 8 | $3.01B |
| Pension/profit sharing plans | 25 | $266.6M |
| Charitable organizations | 64 | $229.0M |
| State/municipal entities | 12 | $165.5M |
| Insurance companies | 3 | $23.4M |
| Corporations/business entities | 66 | $186.1M |
States served
AZ, CA, ID, MN, MT, NV, NY, ND, OR, WI, WY, WA, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD