Institutional

    Glacierwealth

    Registered investment advisor · Whitefish, Montana · CRD #116372

    Assets Under Management
    $42M
    Client Accounts
    172
    Employees
    1
    CRD Number
    116372
    Registration
    STATE Registered

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

    About Glacierwealth

    Glacierwealth is a registered investment advisory firm headquartered in Whitefish, Montana, managing approximately $42M in regulatory assets across 172 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116372.

    Fee Structure

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

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    Frequently Asked Questions

    What is Glacierwealth's AUM?

    Glacierwealth reports approximately $42M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Glacierwealth headquartered?

    Glacierwealth is headquartered in Whitefish, Montana.

    What is Glacierwealth's CRD number?

    Glacierwealth's CRD number is 116372. 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 Glacierwealth manage?

    Glacierwealth manages approximately 172 client accounts according to its latest SEC filing.

    Is Glacierwealth SEC registered?

    Glacierwealth is registered as a STATE investment adviser.

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