|
⚲
|
| Big Sky Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 321272 |
| SEC # | 801-130247 |
| CIK # | |
| AUM | $134.6 M (2026-06-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 406-315-2627 |
| Address | 812 14th Street N Great Falls, MT 59401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 65.7 |
| (b) Individuals (high net worth individuals) | 20 | 65.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 570 | 134.6 |
| By Discretionary | ||
| Discretionary | 570 | 134.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 570 | 134.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.6 | |
| Total | 570 | 134.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Box Hill Private Wealth
✚
|
0.1 | |
|
Black Walnut Wealth Management LLC
✚
|
MI | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
IA Private Wealth USA Inc
✚
|
0.1 | |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 0.1 |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Peak Financial Consulting Inc
✚
|
MN | 0.1 |
|
Sterling Bridge Financial Group LLC
✚
|
FL | 0.1 |
|
Frisco Financial Planning LLC
✚
|
0.1 |