BDL WEALTH MANAGEMENT PLLC

BDL WEALTH MANAGEMENT PLLC of BILLINGS, MT is an SEC-registered investment adviser (CRD 330196). Regulatory assets under management: $5.6M.

Registration

• CRD: 330196
• Type: Registered investment adviser
• Location: 404 NORTH 31ST ST, BILLINGS, MT, 59101
• Phone: 406-694-1898
• Latest filing: 2026-05-05
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 2
• Accounts: 28

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330196 on SEC IAPD (source of record)
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