RIA

    Group W Investment Management LLC

    Registered investment advisor · Bozeman, Montana · CRD #125215

    Assets Under Management
    $21M
    Client Accounts
    23
    Employees
    1
    CRD Number
    125215
    Registration
    STATE Registered

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

    About Group W Investment Management LLC

    Group W Investment Management LLC is a registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $21M in regulatory assets across 23 client accounts. The firm's full regulatory record is filed with the SEC under CRD #125215.

    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 Group W Investment Management LLC's AUM?

    Group W Investment Management LLC reports approximately $21M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Group W Investment Management LLC headquartered?

    Group W Investment Management LLC is headquartered in Bozeman, Montana.

    What is Group W Investment Management LLC's CRD number?

    Group W Investment Management LLC's CRD number is 125215. 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 Group W Investment Management LLC manage?

    Group W Investment Management LLC manages approximately 23 client accounts according to its latest SEC filing.

    Is Group W Investment Management LLC SEC registered?

    Group W Investment Management LLC is registered as a STATE investment adviser.

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