Wealth Manager
    SEC Registered
    Manages Private Funds

    Big Sky Wealth Advisors, LLC

    Registered investment advisor · Great Falls, Montana · CRD #321272

    Assets Under Management
    $135M
    Client Accounts
    570
    Employees
    2
    CRD Number
    321272
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Big Sky Wealth Advisors, LLC

    Big Sky Wealth Advisors, LLC is a SEC-registered investment advisory firm headquartered in Great Falls, Montana, managing approximately $135M in regulatory assets across 570 client accounts. The firm's full regulatory record is filed with the SEC under CRD #321272.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Big Sky Wealth Advisors, LLC

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    Frequently Asked Questions

    What is Big Sky Wealth Advisors, LLC's AUM?

    Big Sky Wealth Advisors, LLC reports approximately $135M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Big Sky Wealth Advisors, LLC headquartered?

    Big Sky Wealth Advisors, LLC is headquartered in Great Falls, Montana.

    What is Big Sky Wealth Advisors, LLC's CRD number?

    Big Sky Wealth Advisors, LLC's CRD number is 321272. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Big Sky Wealth Advisors, LLC manage?

    Big Sky Wealth Advisors, LLC manages approximately 570 client accounts according to its latest SEC filing.

    Is Big Sky Wealth Advisors, LLC SEC registered?

    Yes, Big Sky Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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