B
$9.6M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
612 W Beall Street Suite B Bozeman MT
About Black CAT Wealth
Black CAT Wealth is a Bozeman-based RIA. The firm has been operating for 5 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$737.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SARAH J HUSSEY
President, Principal
- CRD
- #4350095
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,368,000 | -- |
| Non-Discretionary | $220,000 | -- |
| Total | $9,588,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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