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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
About BDL Wealth Management Pllc
BDL Wealth Management PLLC is an independent RIA based in Billings, MT, led by CPA/PFS professionals Seth H. Blades and David M. Dernbach and registered in Montana and Washington. The firm provides financial planning, tax planning, insurance and business-succession guidance alongside portfolio construction and asset-allocation implementation, primarily using mutual funds, ETFs and fixed income. Custody includes Charles Schwab; platform includes Advyzon.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Seth H Blades
Chief Compliance Officer
- CRD
- #7882493
- Ownership
- 50% but less than 75%
David Dernbach
--
- CRD
- #7882545
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,644,505 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,644,505 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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