MOUNTAIN GOAT WEALTH MANAGEMENT LLC

MOUNTAIN GOAT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 332464). Regulatory assets under management: $6.6M.

Registration

• CRD: 332464
• Type: Registered investment adviser
• Phone: 385-347-6776
• Latest filing: 2026-05-07
• Regulatory AUM: $6.6M
• Discretionary AUM: $6.6M
• Clients: 3
• Accounts: 71

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 332464 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search