ENTRUSTED WEALTH

ENTRUSTED WEALTH of KALISPELL, MT is an SEC-registered investment adviser (CRD 294185). Regulatory assets under management: $7.5M.

Registration

• CRD: 294185
• Type: Registered investment adviser
• Location: 1001 S. MAIN ST. STE 600, KALISPELL, MT, 59901
• Phone: 406-909-4119
• Latest filing: 2026-03-31
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, 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 294185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search