Blue Mountain Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 333256
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Mountain Wealth Management is a small limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and offers a mix of fee arrangements including percentage-of-AUM, hourly, and fixed-fee engagements. Its advisory scope is focused on direct client financial planning and discretionary portfolio management rather than institutional pension consulting or related-adviser activity. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
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 Equities82%
- Public Funds/Mutual Funds18%
Contacts
1 of 1
Nathan Frerichs
Founder and CCOCRD 7915574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations