BIGHORN WEALTH MANAGEMENT

Overview

Bighorn Wealth Management is organized as a corporation owned by an individual and appears to operate more as a fee-for-service advisor and insurance broker than as an asset-gathering money manager. The firm’s advertised advisory activities center on financial planning and client education — it offers educational seminars and workshops in addition to planning services — while its business activities include insurance brokerage. Its stated fee arrangements are hourly and fixed-fee engagements rather than percentage-of-assets models. The firm is not identified as a capital allocator and is not active on ESG investing. The record indicates it is not a multi-state adviser and is not newly formed. Taken together, the profile suggests a small, service-oriented practice focused on advice and insurance solutions rather than on managing pooled capital or running proprietary investment platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices