MOUNTAIN WEALTH MANAGEMENT, LLC

MOUNTAIN WEALTH MANAGEMENT, LLC of BOZEMAN, MT is an SEC-registered investment adviser (CRD 309244). Regulatory assets under management: $43.0M.

Registration

• CRD: 309244
• Type: Registered investment adviser
• Location: 113 EAST OAK ST, BOZEMAN, MT, 59715
• Phone: 406-223-4311
• Latest filing: 2026-01-16
• Regulatory AUM: $43.0M
• Discretionary AUM: $43.0M
• Clients: 2
• Accounts: 180

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309244 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search