Intermountain Wealth Management

The firm's client base is concentrated in the Intermountain West, where wealth has historically been generated through agriculture, ranching, mining, and regional commercial real estate. These family-owned operating businesses and land holdings produce the capital that the firm manages. The concentration in natural-resource and land-based wealth distinguishes the client profile from technology or finance-heavy RIA practices on the coasts.

The firm allocates across large-cap domestic equities, municipal bonds, and private real estate placements. It blends passive indexed core holdings with active value equity and fixed-income selection. The real estate exposure often includes direct placements in income-producing commercial properties in secondary Intermountain West markets.

No. The firm is an independent registered investment adviser serving multiple unrelated families rather than a single-family office managing one family's consolidated balance sheet. It operates from a single location in Boise, Idaho, and has done so since its founding in 1990.

Intermountain Wealth Management does not publish a current AUM figure in accessible public filings. The firm is not large enough to trigger certain SEC reporting thresholds that would make a precise number available, and no independent financial media outlet has reported an estimate.

The firm's investment ideas are generated through internal fundamental research, with a regional tilt toward sectors and companies familiar to its client base—specifically energy, materials, and regional banking. For private real estate, deal flow comes through long-standing developer and broker relationships in Idaho and neighboring states.

Per its public regulatory filings, the firm advises charitable trusts among its client base but does not sponsor or manage its own private foundation or donor-advised fund platform. Client philanthropic assets are held in personal trusts or existing community foundation arrangements.

Ownership records in the firm's public filings indicate the firm is controlled by its senior investment professionals in a standard partnership structure, with no outside private equity backing or bank holding-company affiliation. The exact ownership percentages are not publicly disclosed.