← Back to searchVisit website
MOUNTAIN WEALTH MANAGEMENT, LLC
CRD 309244
113 EAST OAK ST, SUITE 4A, BOZEMAN, MT, 59715, United States
Phone
406-223-4311
Fax
406-203-4753
Registration
— (—)
Source
State registered
Total AUM
$43.0M
Discretionary AUM
$43.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.0M |
| High net worth individuals | 16 | $39.0M |
All web addresses on file
Official SEC filing: View on IAPD