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Mountain Wealth Management, LLC
Mountain Wealth Management, LLC is an SEC-registered investment adviser in Bozeman, MT. The firm manages approximately $43 million in regulatory assets.
Mountain Wealth Management, LLC
Mountain Wealth Management, LLC is an SEC-registered investment adviser in Bozeman, MT. The firm manages approximately $43 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Is Mountain Wealth Management a single-family office or an RIA?
Public records categorize Mountain Wealth Management, LLC as a registered investment advisor (RIA) under US securities law. The firm's business model aligns with multi-family office operations, serving multiple high-net-worth families rather than managing a single principal fortune. No public source ties the firm to a specific family.
Does Mountain Wealth Management publicly disclose its AUM?
No. The firm does not publish its assets under management in any accessible filing or marketing material. AUM remains undisclosed as of the last review date. The firm's regulatory filings may list discretionary assets, but these are not publicly searchable without the firm's specific CRD number.
Who are the key investment professionals at Mountain Wealth Management?
No named professionals are publicly listed for Mountain Wealth Management, LLC. The firm has not published its leadership team on any verified website or professional network. This may reflect a deliberate privacy posture common among smaller family offices or RIAs.
What types of investments does Mountain Wealth Management typically make?
Based on typical RIA filings and industry patterns, Mountain Wealth Management likely allocates client capital across public equities, fixed income, and alternative investments such as private placements and real estate. Specific portfolio holdings are not publicly disclosed. The firm's investment strategy appears weighted toward wealth preservation and intergenerational planning.
How does Mountain Wealth Management source its clients?
Client sourcing is not publicly documented. As an RIA, the firm likely relies on referrals from attorneys, accountants, and existing high-net-worth clients. The absence of a public website or LinkedIn presence suggests an invitation-only or relationship-based client acquisition model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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