# WildRye Financial

WildRye Financial is a Bank / Wealth / Trust based in Bigfork, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bigfork, United States
- **Region:** North America
- **Address:** Bigfork, MT, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.wildryefinancial.com

## Regulatory record

- **CRD number:** 317148
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317148

## About

WildRye Financial was founded in 2021 as a Montana-based registered investment adviser. The firm operates from Bigfork and provides investment advisory services centered on investment planning and retirement planning. Its client base spans individuals, high-net-worth families, charitable organizations, and foundations — a mix that positions it as a local fiduciary rather than a national wealth platform. The firm's advisory services cover portfolio design and ongoing asset management, executed under the Investment Advisers Act of 1940. WildRye charges asset-based and fixed fees, generating revenue directly from client relationships without commissions or proprietary product sales. This clean-fee model is structurally suited to the conservative family and institutional pools of the Mountain West, where many advisers still layer commission products. The geographic focus remains Montana, with no disclosed out-of-state offices or multi-branch structure as of mid-2026. WildRye Financial has not publicly disclosed assets under management, total capital deployed, or headcount. The firm's most recent public regulatory filing was its initial SEC registration in 2021. No subsequent Form ADV amendments, press releases, or media citations have surfaced to provide updated scale, team, or mandate data. The firm maintains no known affiliated philanthropic foundation, real-asset vehicle, or co-investment club. Montana's wealth-management market is dominated by a handful of independent RIAs and local trust departments — WildRye sits inside this ecosystem as a post-pandemic entrant operating without a bank parent, insurance backer, or multi-family-office network.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at WildRye Financial?

WildRye Financial has not publicly disclosed its leadership team, portfolio managers, or investment committee members. The firm's SEC registration lists no named control persons beyond the filing entity; no principals are cited in public record as of mid-2026.

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- [Wildlife Conservation Retirement System](https://altss.com/profile/wildlife-conservation-retirement-system)
- [Wildwood Wealth Management](https://altss.com/profile/wildwood-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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