← Back to searchVisit website
BDL WEALTH MANAGEMENT PLLC
CRD 330196
404 NORTH 31ST ST, SUITE 125, BILLINGS, MT, 59101, United States
Phone
406-694-1898
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$5.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-05-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.3M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD