| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur William Bickle Control | Board Member | Under 5% | 2002 |
| Caren Lorene Coffee Control | Board Member | Under 5% | 2014 |
| David Anthony Zoanni Control | Board Member | Under 5% | 2020 |
Stockman Wealth Management, Inc. reports $5.1 billion in regulatory assets under management on its Form ADV.
Stockman Wealth Management, Inc. reports 30 employees.
Stockman Wealth Management, Inc. is based in Billings, MT and has been SEC-registered since 2002.
Stockman Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 402 N. Broadway, Billings, MT 59101 |
| Phone | 406-655-3960 |
| Fax | 406-874-8743 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1389400 |
| Discloses disciplinary history | No |
| Discretionary | $1.51B |
| Non-discretionary | $3.56B |
| Total (RAUM) | $5.07B |