BLACK CAT WEALTH

RIASEC Registered
Total AUM
$9.6M
Discretionary
$9.4M
98% of AUM
Avg account
$291K
Accounts
33
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Cash & Cash Equivalents 40%, State & Local Bonds 1%59%
  • Exchange Traded Equities59%
  • Cash & Cash Equivalents40%
  • State & Local Bonds1%

Contacts

1 of 1
  • SARAH HUSSEY

    PrincipalCRD 4350095

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth