Springhill Wealth Management
Firm details
- Headquarters
- Bozeman, Montana
- CRD number
- 342137
- Registered since
- May 11, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.6%
- Individuals23.82%
- Corporations / Businesses1.59%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Springhill Wealth Management is an independent, owner-run registered investment adviser organized as an LLC. The firm focuses on wealth management and financial planning for individuals, families and small-business owners, delivering services on a percentage-of-assets-under-management fee basis. Its advisory offering centers on portfolio management, financial planning and client education through seminars and workshops. Springhill identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities49%
- US Government Bonds28%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds3%
- Other3%
Contacts
1 of 1
Travis Hartman
Founder, Sr. Wealth AdvisorCRD 6106122
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
- 3731 Equestrian Ln
- Time zone
- MT (UTC-7)
- Office locations
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