CRD: 148646
Intermountain Wealth Management, Inc.
$90.2M Total AUM
$76.5M Disc. AUM
-- 3Y CAGR
3 Employees
452 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Jackson National Life · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Glacier vectorPathway +more
- Established Date
- 04-08-2009
- Office Locations
- 1
Office Locations
101 Park Avenue Suite 2 Idaho Falls ID
About Intermountain Wealth Management, Inc.
Intermountain Wealth Management is an independent, fee-only RIA providing financial planning, wealth and investment management, retirement planning, and risk management for individuals and families. The firm also supports businesses as a retirement plan fiduciary partner—helping employers implement and monitor plans and providing fiduciary training. Public filings indicate a heavy use of equity ETFs in managed portfolios.
Team overview
48 AVG AGE
$45.1M AVG AUM / ADVISOR
$199.5K AVG AUM / CLIENT
10.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Element optima Frontier
Client Personas
Vector frontier
Custodian
Insight Radial matrix Optima Wave horizon
Investment Themes
Frontier Vector vital
Investment Vehicles
Fusion optima
Services
Crest radial Vital catalyst Pathway Glacier Oak Vector delta
Technology
Horizon Harbor matrix Eagle
Owner & Executives
BRYCE CRAIG ANDERSON
COMPLIANCE OFFICER, President
- CRD
- #862550
- Ownership
- 75% or more
(883) 257-7866
legacy.foundation@embercapital.com
in linkedin.com/in/prime-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
Jackson Wright Murray
Financial Advisor, General Partner
- CRD
- #7247655
(584) 779-6752
eagle.prime@northcapital.com
in linkedin.com/in/horizon-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,533,055 | $85,715 |
| Non-Discretionary | $13,654,213 | $778,667 |
| Total | $90,187,268 | $88,247 |
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Separately Managed Accounts
Total SMA Asset: $90,187,268
Equity - Exchange:
35.6% Equity - OTC:
49.0% Cash:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $844,569,380 | 35.6% |
| Equity - OTC | $1,162,469,091 | 49.0% |
| Cash | $365,347,428 | 15.4% |
| Total | $2,372,385,899 | 100.0% |