Unclaimed Profile

Dirk Thompson Murray

INTERMOUNTAIN WEALTH MANAGEMENT, INC.·IDAHO FALLS, Idaho

Series 6, Series 7, Series 63, Series 6622 years registeredINTERMOUNTAIN WEALTH MANAGEMENT, INC.

101 PARK AVENUE, IDAHO FALLS, ID 83402CRD# 3030130Firm CRD# 148646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dirk Thompson Murray · IDAHO FALLS, ID

Registration

CRD #3030130 · INTERMOUNTAIN WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

SENTINEL WEALTH STRATEGIES

Feb 2017 – present

SOWELL MANAGEMENT SERVICES

Mar 2016 – Aug 2017

Idaho Falls, ID

SOWELL MANAGEMENT SERVICES

Jun 2014 – Dec 2015

IDAHO FALLS, ID

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Apr 2009 – Jun 2014

IDAHO FALLS, ID

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2004 – Apr 2009

IDAHO FALLS, ID

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 29, 2004

Years registered · 22

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

CRD 148646 · SEC 801-70021

AUM

$72M

Regulatory assets under management

Employees

821 client accounts

Services offered by INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTERMOUNTAIN WEALTH MANAGEMENT, INC. →

Introduction

Speak with Dirk

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dirk is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IDAHO FALLS?

Browse all registered financial advisors in IDAHO FALLS, Idaho or claim this profile if it's yours.

Browse IDAHO FALLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dirk Thompson Murray offer?

Dirk Thompson Murray specializes in Investment Management, Fee-Only Advisory. Contact their office in IDAHO FALLS, Idaho for a consultation.

What are Dirk Thompson Murray's credentials?

Dirk Thompson Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dirk Thompson Murray located?

Dirk Thompson Murray is based in IDAHO FALLS, Idaho, working with INTERMOUNTAIN WEALTH MANAGEMENT, INC.. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.

How does Dirk Thompson Murray charge for services?

Dirk Thompson Murray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERMOUNTAIN WEALTH MANAGEMENT, INC.?

INTERMOUNTAIN WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →