CRD: 309244
Mountain Wealth Management, LLC
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2020
- Office Locations
- 1
Office Locations
About Mountain Wealth Management, LLC
Mountain Wealth Management is a boutique, fee-only fiduciary RIA in Bozeman, MT providing comprehensive financial and estate planning alongside sophisticated portfolio management for successful individuals, families, businesses and institutions. The firm builds tailored strategies and coordinates with clients’ CPAs and estate attorneys, with no product commissions or sales quotas to support objective advice.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS MICHAEL WHITE
Chief Compliance Officer, Managing Director, Managing Member, Principal
- CRD
- #5242384
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jesse Radoslovich
--
- CRD
- #7254354
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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