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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian vitalCrest catalyst +more
- Established Date
- 08-01-1988
- Office Locations
- 2
Office Locations
About BIG Sioux Wealth Management
Big Sioux Wealth Management is a Watertown, SD registered investment adviser serving South Dakota and beyond. The team provides financial planning and portfolio management, including retirement, tax, and estate planning coordination and insurance/annuity solutions. Portfolios emphasize diversified asset allocation with heavy use of ETFs and mutual funds across equities and fixed income, with exposure to real estate and infrastructure. Custodies include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WALTER JOHNSON
Chairman, Co-Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Ethan Paul Johnson
Co-Owner, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Radial beacon
Beacon frontier unison
- CRD
- #49723
- Ownership
- 35.8%
Showing 2 of 6 owners & executives
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Aidynn Jae Lenards
--
- CRD
- #8028708
Thomas James Mattingly
Wealth Management Associate
- CRD
- #7780904
Value pathway
Vector fusion
- CRD
- #10229
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,162,927 | $118,219 |
| Non-Discretionary | $7,014,120 | $259,782 |
| Total | $235,177,047 | $120,172 |
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Separately Managed Accounts
Total SMA Asset: $235,177,047
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $961,200,445 | 15.8% |
| Public Funds | $1,095,038,482 | 18.0% |
| Cash | $2,086,656,662 | 34.3% |
| Municipal Bonds | $1,940,651,531 | 31.9% |
| Total | $6,083,547,120 | 100.0% |