BDL WEALTH MANAGEMENT PLLC
Firm details
- Headquarters
- BILLINGS, Montana
- CRD number
- 330196
- Website
- bdlwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals76.37%
- HNWI23.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BDL Wealth Management Pllc is a small, privately held advisory firm that serves individual and family clients with portfolio management services tailored to individuals and small businesses. The firm is owned by an individual and charges fees as a percentage of assets under management. It does not present itself as an ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. The firm lists an affiliation with an accountant as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities24%
- Cash & Cash Equivalents3%
Contacts
2 of 2Seth Blades
Investment Adviser RepresentativeCRD 7882493
David Dernbach
Investment Adviser RepresentativeCRD 7882545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BILLINGS, MT
YELLOWSTONE
Location
BILLINGS, MT
Headquartered in BILLINGS, MT, in the West of the United States.
- Region
- West
- County
- YELLOWSTONE
- Address
- 404 N 31st St
- Time zone
- MT (UTC-7)
- Office locations
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