$134.6M Total AUM
$134.6M Disc. AUM
-- 3Y CAGR
2 Employees
207 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthPeak +more
- Established Date
- 10-03-2022
- Office Locations
- 1
Office Locations
812 14th Street N Great Falls MT
About BIG SKY Wealth Advisors, LLC
Big Sky Wealth Advisors is an SEC-registered RIA based in Great Falls, Montana. The firm provides financial planning and investment planning, including estate, tax, insurance, and business-succession support for retirees and business owners. Portfolios emphasize asset allocation with active management using ETFs, mutual funds, and fixed income. Custody is primarily through Charles Schwab.
Team overview
37 AVG AGE
$67.3M AVG AUM / ADVISOR
$650.4K AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Legacy
Client Personas
Horizon
Custodian
Vertex
Investment Themes
Element matrix Frontier glacier Frontier matrix Fusion legacy
Investment Vehicles
Horizon crest
Services
Legacy Signal Beacon Pathway Wave pioneer Eagle Frontier focus Horizon prime
Technology
Vector element Bridge prime Unison timber
Owner & Executives
J
JOSHUA THOMAS HORTON
Chief Compliance Officer, Founder
- CRD
- #6187019
- Ownership
- 75% or more
(767) 705-7396
insight.catalyst@unisoncapital.com
in linkedin.com/in/radial-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
R
Ryan James Swain
--
- CRD
- #7515045
(756) 981-9038
delta.harbor@zenithcapital.com
in linkedin.com/in/unison-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,642,094 | $236,214 |
| Non-Discretionary | $0 | -- |
| Total | $134,642,094 | $236,214 |
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Separately Managed Accounts
Total SMA Asset: $134,642,094
Public Funds:
27.5% Equity - Exchange:
11.5% Municipal Bonds:
4.9% Corporate - Investment Grade:
6.2% Private Funds:
4.9% Cash:
12.0% Other:
16.6% U.S. Government/Agency:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,926,377,450 | 27.5% |
| Equity - Exchange | $805,576,024 | 11.5% |
| Municipal Bonds | $343,245,436 | 4.9% |
| Corporate - Investment Grade | $434,310,552 | 6.2% |
| Private Funds | $343,245,436 | 4.9% |
| Cash | $840,601,069 | 12.0% |
| Other | $1,162,831,479 | 16.6% |
| U.S. Government/Agency | $1,148,821,462 | 16.4% |
| Total | $7,005,008,908 | 100.0% |