SOLID ROCK WEALTH MANAGEMENT

SOLID ROCK WEALTH MANAGEMENT of BOZEMAN, MT is an SEC-registered investment adviser (CRD 170264). Regulatory assets under management: $49.1M.

Registration

• CRD: 170264
• Type: Registered investment adviser
• Location: 2020 CHARLOTTE STREET, BOZEMAN, MT, 59718
• Phone: 406-582-1264
• Latest filing: 2026-02-04
• Regulatory AUM: $49.1M
• Discretionary AUM: $49.1M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search