BATHOLITH WEALTH MANAGEMENT & INSURANCE

BATHOLITH WEALTH MANAGEMENT & INSURANCE is an SEC-registered investment adviser (CRD 338434). Regulatory assets under management: $26K.

Registration

• CRD: 338434
• Type: Registered investment adviser
• Phone: 208-351-8991
• Latest filing: 2026-02-12
• Regulatory AUM: $26K
• Discretionary AUM: $26K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338434 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search