Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mountain Wealth Management, LLC CRD 309244
$43.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
113 East Oak St Suite 4A, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| MT | RA | APPROVED | 2021-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Bank Of America | Bozeman | MT | 11/2006 | 07/2017 |
| Bank Of America N.A | Bozeman | MT | 04/2012 | 06/2017 |
| Hightower Advisors, Llc | Bozeman | MT | 06/2017 | Present |
| Hightower Securities, Llc | Bozeman | MT | 06/2017 | Present |
| Mountain Wealth Management, Llc | Bozeman | MT | 09/2020 | Present |
| Mountain Wealth Management, Llc | Bozeman | MT | 07/2017 | Present |
I*21577 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOBCAT QUARTERBACK CLUB INVESTMENT RELATED: N ADDRESS OF BUSINESS: P.O. 1906 ONE BOBCAT CIRCLE, BOZEMAN MT 59715, MONTANA HALL, MONTANA STATE UNIVERSITY, BOZEMAN, M BOZEMAN, MONTANA 59771 NATURE OF BUSINESS: OTHER,501(C)3 POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 12/1/2000 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DIRECTOR/BOARD MEMBER Practice of Law limited to Probate, Estate Planning and Real Estate Transactions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
Reach out to this advisor