# Intermountain Wealth Management

Intermountain Wealth Management is an Asset Manager based in Boise, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boise, United States
- **Region:** North America
- **Address:** Boise, ID, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jacksonmurray

## Regulatory record

- **CRD number:** 148646
- **SEC file number:** 801-70021
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-05T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148646

## About

Intermountain Wealth Management, Inc. is an SEC-registered investment adviser in Idaho Falls, ID. The firm manages $90 million in assets, $77 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### What is the primary source of wealth for Intermountain Wealth Management's clients?

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.

### How does Intermountain Wealth Management construct client portfolios?

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.

### Where does Intermountain Wealth Management source its investment ideas?

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.

### How is the firm's ownership structured?

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.

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Last updated: 2026-08-10T19:36:47.593Z

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