Wealth Manager
    Manages Private Funds

    Solid Rock Wealth Management

    Registered investment advisor · Bozeman, Montana · CRD #170264

    Assets Under Management
    $49M
    Client Accounts
    148
    Employees
    1
    CRD Number
    170264
    Registration
    STATE Registered

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

    About Solid Rock Wealth Management

    Solid Rock Wealth Management is a registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $49M in regulatory assets across 148 client accounts. The firm's full regulatory record is filed with the SEC under CRD #170264.

    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 Solid Rock Wealth Management's AUM?

    Solid Rock Wealth Management reports approximately $49M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Solid Rock Wealth Management headquartered?

    Solid Rock Wealth Management is headquartered in Bozeman, Montana.

    What is Solid Rock Wealth Management's CRD number?

    Solid Rock Wealth Management's CRD number is 170264. 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 Solid Rock Wealth Management manage?

    Solid Rock Wealth Management manages approximately 148 client accounts according to its latest SEC filing.

    Is Solid Rock Wealth Management SEC registered?

    Solid Rock Wealth Management is registered as a STATE investment adviser.

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