Big Sky Wealth Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$236K

Accounts

570

Employees

Advisory reps

Firm details

Headquarters: Great Falls, Montana
CRD number: 321272
Registered since: May 10, 2024
Website: bigskywealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals48.8%
HNWI48.41%
Corporations / Businesses1.64%
Charitable Organizations1.05%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Big Sky Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm is SEC-registered (2024) and serves both individual/family and institutional clients. Its fee model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements, and it does not present itself as a capital allocator. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser. Services emphasize advisory and planning work rather than pension consulting or related-adviser activity.