# Mountain Wealth Management, LLC

Mountain Wealth Management, LLC is a Multi Family Office based in Fort Collins, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fort Collins, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** mountainwealth.com

## Regulatory record

- **CRD number:** 309244
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309244

## About

Mountain Wealth Management offers comprehensive wealth management guided by experienced CFP® professionals. They craft personalized strategies to grow clients' wealth, plan legacies, and support financial goals, with a focus on generational wealth and legacy. The firm prioritizes clients' values, aspirations, and goals.

## People

- Mitch O'Hare — CFP®, Founder
- Sigrid Daugaard — CFP®, Senior Partner
- Anne Villarreal — Executive Assistant

## Related profiles

- [RISING SUN INVESTMENT ADVISERS](https://altss.com/profile/rising-sun-investment-advisers)
- [Keywell Financial Group](https://altss.com/profile/keywell-financial-group-llc)

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Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mountain-wealth-management-llc

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