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SOLID ROCK WEALTH MANAGEMENT
SOLID ROCK WEALTH MANAGEMENT, INC.
CRD 170264
2020 CHARLOTTE STREET, BOZEMAN, MT, 59718, United States
Phone
406-582-1264
Fax
888-204-1256
Registration
— (—)
Source
State registered
Total AUM
$49.1M
Discretionary AUM
$49.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $4.0M |
| High net worth individuals | 24 | $40.1M |
All web addresses on file
Official SEC filing: View on IAPD