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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 16, 2025 and February 27, 2026, reported AUM increased 17.1%, from $200.7M to $235.2M.
Across 5 reported observations, AUM increased 42.8% between November 11, 2022 and February 27, 2026, from $164.7M to $235.2M.
Of the latest reported AUM, 97.0% is discretionary and 3.0% is non-discretionary.
The firm reports 5 advisory representatives and 868 clients, or 173.6 clients per representative. That equates to $270.9K in reported AUM per client.
The profile lists 2 reported office locations and 38 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 6 owners & executives
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Thomas James Mattingly
Wealth Management Associate
- CRD
- #7780904
McKay William Parr
Wealth Advisor
- CRD
- #6598316
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
SMA allocation detail is available
BIG Sioux Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.