CRD: 333256
Blue Mountain Wealth Management
$847.4K Total AUM
$847.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2025
- Office Locations
- 1
Office Locations
-- Monroe WA
About Blue Mountain Wealth Management
Blue Mountain Wealth Management is a Monroe-based RIA. The firm has been operating for 1 years. Managing $847.4K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$847.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
Nathan Adam Frerichs
Chief Compliance Officer, FOUNDER
- CRD
- #7915574
- 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 | $847,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $847,376 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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