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INTERMOUNTAIN WEALTH MANAGEMENT, INC.
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
IDAHO FALLS, Idaho
·
4 registered advisors
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CRD# 148646
SEC# 801-70021
208-522-3344
01
Firm Overview
AUM
$72M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at INTERMOUNTAIN WEALTH MANAGEMENT, INC.
4 registered advisors
Bryce Craig Anderson
IDAHO FALLS, Idaho
CRD# 862550
Dirk Thompson Murray
IDAHO FALLS, Idaho
CRD# 3030130
Jeremy Neil Hulet
IDAHO FALLS, Idaho
CRD# 4792400
Kevin Russell Flamm
IDAHO FALLS, Idaho
CRD# 4789573
05
Office Locations
IDAHO FALLS, Idaho
4 advisors
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Data sourced from SEC Form ADV filings. INTERMOUNTAIN WEALTH MANAGEMENT, INC. (CRD# 148646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.