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Big Sky Wealth Advisors, LLC

● SEC registered since 2024CRD 321272SEC# 801-130247Great Falls, MT
Export (members)
Reg. AUM
$121.4M
Employees
2
Accounts
537
Location
Great Falls, MT

Big Sky Wealth Advisors, LLC assets under management

Big Sky Wealth Advisors, LLC is an SEC-registered investment adviser based in Great Falls, MT. The firm has been registered since 2024. It reports $121.4 million in regulatory assets under management and employs 2 people.
www.bigskywealthadvisors.comView on SEC.gov ↗

Big Sky Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua Thomas Horton ControlFounder & CcoOver 75%2022

Frequently asked questions

How much does Big Sky Wealth Advisors, LLC manage?

Big Sky Wealth Advisors, LLC reports $121.4 million in regulatory assets under management on its Form ADV.

How many employees does Big Sky Wealth Advisors, LLC have?

Big Sky Wealth Advisors, LLC reports 2 employees.

Where is Big Sky Wealth Advisors, LLC located?

Big Sky Wealth Advisors, LLC is based in Great Falls, MT and has been SEC-registered since 2024.

Does Big Sky Wealth Advisors, LLC disclose fund performance?

Big Sky Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address812 14th Street N, Great Falls, MT 59401
Phone406-315-2627
Office hours8:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.4M
Non-discretionary$0
Total (RAUM)$121.4M