BIG SKY WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2024

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$236K

Accounts

570

Employees

Advisory reps

Firm details

Headquarters: GREAT FALLS, Montana
CRD number: 321272
Registered since: May 10, 2024
Website: bigskywealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals48.8%
HNWI48.41%
Corporations / Businesses1.64%
Charitable Organizations1.05%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Big Sky Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that provides fee-based financial planning and discretionary portfolio management for individuals, families and small institutions. The firm favors third-party pooled vehicles—primarily mutual funds and public pooled funds—rather than running proprietary products or acting as a capital allocator. Service offerings include ongoing portfolio management, financial planning and educational seminars. Compensation is a mix of percentage-of-assets, hourly and fixed fees. The adviser is not positioned as an ESG-focused manager, and its business model emphasizes client-level advice and implementation through custodial platforms rather than direct private fund sponsorship.