CRD: 300512
Watson House Investment Management, LLC
$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-20-2019
- Office Locations
- 1
Office Locations
-- Bozeman MT
About Watson House Investment Management, LLC
Watson House Investment Management is an independent RIA in Bozeman, Montana providing fiduciary wealth management, active portfolio management, and financial education. The firm builds client portfolios around asset allocation with significant ETF usage, and supports broader planning needs for individuals and entrepreneurs. Custody is often held at Interactive Brokers.
Team overview
43 AVG AGE
$20.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Services
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Technology
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Owner & Executives
G
Gary Allen Wrotny
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #7120568
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,044,787 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,044,787 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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