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INTERMOUNTAIN WEALTH MANAGEMENT, INC.
CRD 148646 · SEC 801-70021
101 PARK AVENUE, SUITE 204, IDAHO FALLS, ID, 83402, United States
Phone
208-522-3344
Fax
888-285-3379
Registration
— (—)
Source
State registered
Total AUM
$90.2M
Discretionary AUM
$76.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 426 | $49.1M |
| High net worth individuals | 20 | $27.4M |
| Pension/profit sharing plans | 6 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD