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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Big Sky Wealth Advisors LLC
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|---|---|
| CRD # | 321272 |
| SEC # | 801-130247 |
| CIK # | |
| AUM | $121.4 M (2025-01-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 406-315-2627 |
| Address | 812 14th Street N Great Falls, MT 59401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 55.8 |
| (b) Individuals (high net worth individuals) | 21 | 62.2 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 121.4 |
| By Discretionary | ||
| Discretionary | 537 | 121.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 537 | 121.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.4 | |
| Total | 537 | 121.4 |
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|---|---|---|
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Marvel Financial Planning Inc
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0.1 | |
|
Twenty Twenty Investment Advisors LLC
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0.1 | |
|
Town Capital LLC
✚
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MD | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
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CA | 0.1 |
|
Chartered Advisory Group Inc
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PA | 0.1 |
|
Plan First Wealth LLC
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|
0.1 | |
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |
|
Entrust Investment Services Inc
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CA | 0.1 |
|
Kaltbaum Capital Management LLC
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|
0.1 |