BLACK CAT WEALTH
Firm details
- Headquarters
- BOZEMAN, Montana
- CRD number
- 313381
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals56.32%
- HNWI42.76%
- Other0.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Black Cat Wealth is an independently owned registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses and also lists accounting among its business activities. Compensation is via a mix of AUM-based fees and fixed fees. The adviser is structured as a single-owner practice rather than a multi‑state or institutional allocator and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities59%
- Cash & Cash Equivalents40%
- State & Local Bonds1%
Contacts
1 of 1SARAH HUSSEY
PrincipalCRD 4350095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOZEMAN, MT
GALLATIN
Location
BOZEMAN, MT
Headquartered in BOZEMAN, MT, in the West of the United States.
- Region
- West
- County
- GALLATIN
- Address
- 612 W Beall St
- Time zone
- MT (UTC-7)
- Office locations
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