Glacierwealth
Registered investment advisor · Whitefish, Montana · CRD #116372
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
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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