Fee-only adviser · Bozeman, MT
Mountain Wealth Management, LLC
Mountain Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of Montana, with its main office in Bozeman, Montana. On its latest Form ADV, filed January 16, 2026, it reports $43M in regulatory assets under management, 28 individual clients and 2 employees who give 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: Montana |
|---|---|
| Firm CRD number | 309244 |
| Office | 113 East Oak ST Suite 4A Bozeman, MT 59715 |
| Phone | (406) 223-4311 |
| Website | www.mountain-wealth.com |
| Regulatory assets under management | $43M |
| Individual clients | 12 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 16, 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 provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
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 Bozeman
- Xypn Sapphire $1.3B
- Professional Financial Management, Inc. $304M
- Northfork Advisors $108M
- Cocreate Financial $38M
- Monteith Wealth $74M
- Springhill Wealth Management $82M
See all 13 fee-only advisers in Bozeman →
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Mountain Wealth Management, LLC? Update this listing.