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firm profile

Glacierwealth

RIA Whitefish, MT CRD 116372 Last verified October 2026

Overview

Glacierwealth is a state registered investment adviser based in Whitefish, MT, registered since 2012. It reports $41.5M in assets under management across 172 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM
$41.5M
Discretionary
81%
Accounts
172
Average account
$242K
Employees
1
Advisory reps
1
Registered since
2012
Jurisdictions
4

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Other Advisory Services
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees and Percentage of Assets

Executive officers 1 of 1

Advisory reps 1 of 1

Location

Headquarters
643 Denver St Ste 100
Whitefish, MT 59937
County
Flathead
Metro area
Kalispell, MT
Region
West

Registrations

Every state, with registration dates

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