Stockman Wealth Management Review

Trust Score 95%
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Stockman Wealth Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 14 advisors. Stockman Wealth Management manages $2.6 billion and provides investment advisory services for 990 clients (1:71 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Avg Account Balance $2,608,503
Hybrid Advisor No
Disciplinary History No
Total AUM $2.6 billion
Advisor / Client Ratio 1:71
Headquarters Broadway Billings, MT
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, FL, MN, MT, NE, NV, OR, SD, TX, VA, WA, WI, WY

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