Overview
Assets Under Management: $135 million
Headquarters: GREAT FALLS, MT
High-Net-Worth Clients: 20
Average Client Assets: $3.3 million
Frequently Asked Questions
BIG SKY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321272), BIG SKY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BIG SKY WEALTH ADVISORS, LLC is headquartered in GREAT FALLS, MT.
BIG SKY WEALTH ADVISORS, LLC serves 20 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, BIG SKY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BIG SKY WEALTH ADVISORS, LLC manages $135 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, BIG SKY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.41%
Average Client Assets: $3.3 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 321272
Filing ID: 2063764
Last Filing Date: 2026-03-05 18:48:49