Mountain Wealth Management, LLC

Mountain Wealth Management, LLC (CRD# 309244) is a financial advisory firm headquartered in Bozeman, MT. They manage $55,000,000 in 220 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
113 East Oak St, Suite 4a, Bozeman, MT 59715
https://www.mountain-wealth.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Mountain Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas White, financial advisor Bozeman MT
Thomas M. White
CRD#: 5242384
113 East Oak St, Suite 4a, Bozeman, MT 59715

Thomas White (CRD# 5242384) is an Investment Advisor Representative working at Mountain Wealth Management, LLC in Bozeman, MT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals