Big Sky Wealth Advisors, LLC

Overview

Big Sky Wealth Advisors, LLC is an SEC registered investment adviser based in Great Falls, MT, registered since 2022. It reports $135M in assets under management across 570 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$135M

Discretionary

100%

Accounts

570

Average account

$236K

Employees

2

Advisory reps

2

Registered since

2022

Jurisdictions

5

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Joshua Thomas Horton Founder CRD 6187019

Advisory reps 2 of 2

• Joshua Thomas Horton Insurance Agent · Investment Adviser Rep CRD 6187019
• Ryan James Swain Insurance Agent · Investment Adviser Rep CRD 7515045

Location

Headquarters

812 14th St N
Great Falls, MT 59401

County

Cascade

Metro area

Great Falls, MT

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: bigskywealthadvisors.com

Every state, with registration dates

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