# MOUNTAIN WEALTH MANAGEMENT, LLC

MOUNTAIN WEALTH MANAGEMENT, LLC of BOZEMAN, MT is an SEC-registered investment adviser.

## Registration

- CRD: 309244
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309244/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309244/similar
- Related entities: https://search.stillhousedata.com/firm/309244/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309244

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.