CRD: 309244
Mountain Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 28 clients, or 14 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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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
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Jesse Radoslovich
Wealth Advisor
- 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
SMA allocation detail is available
Mountain Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.