Glacierwealth

Glacierwealth is a fee-only investment adviser registered with the securities regulators of Idaho, Montana, Oregon, with its main office in Whitefish, Montana. On its latest Form ADV, filed May 21, 2026, it reports $42M in regulatory assets under management, 41 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Idaho, Montana, Oregon
Firm CRD number	116372 · SEC file 801-63381
Office	643 Denver ST Ste 100 Whitefish, MT 59937
Phone	(800) 416-1063
Website	www.glacierwealth.com
Regulatory assets under management	$42M ($34M discretionary)
Individual clients	9 non-high-net-worth, 32 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	1
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	May 21, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Whitefish

• Stack Financial Management Inc $2.0B
• Piedmont Capital Management, LLC $232M
• Main Line Retirement Advisors, LLC $449M
• Royal Palms Capital, LLC $124M
• Clearstone Wealth Management, LLC $30M

See all 6 fee-only advisers in Whitefish →

Nearby

• Kalispell 4 firms