INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Overview

Intermountain Wealth Management, Inc. is an independent registered investment adviser that manages portfolios primarily for individuals, families and smaller institutions. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services tailored to individual and small business clients. Its stated investment preference is equities, and its portfolio construction favors exchange-traded instruments for liquid exposure to market-cap and sector allocations. The adviser does not position itself as an ESG-focused manager, and it is not registered as a multi-state adviser. Ownership is individual rather than institutional, and the business model centers on discretionary portfolio management while retaining a non-discretionary sleeve for a subset of clients. The firm’s activity profile is straightforward: clients receive ongoing planning and investment oversight with an emphasis on equity-driven strategies.

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Location & Offices