← Back to searchVisit website
BIG SKY WEALTH ADVISORS, LLC
CRD 321272 · SEC 801-130247
812 14TH STREET N, GREAT FALLS, MT, 59401, United States
Phone
406-315-2627
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.6M
Discretionary AUM
$134.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $65.7M |
| High net worth individuals | 20 | $65.2M |
| Pension/profit sharing plans | 1 | $138K |
| Charitable organizations | 1 | $1.4M |
| Corporations/business entities | 4 | $2.2M |
States served
CA, MT, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD