Big Sky Wealth Advisors, LLC
Big Sky Wealth Advisors, LLC is an SEC-registered mass-market adviser in Great Falls, MT with $134.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Big Sky Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321272, SEC 801-130247, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $134.6M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Great Falls, MT
- Employees
- 2
- Clients
- 207
- CRD
- 321272
- Ownership
- MCLAUGHLIN, MEGAN, JACQUELINE; HORTON, JOSHUA, THOMAS; Clark, Rachael, Joy
How much AUM does Big Sky Wealth Advisors, LLC have?
Big Sky Wealth Advisors, LLC reported $134.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Big Sky Wealth Advisors, LLC?
Disclosed owners and executives of Big Sky Wealth Advisors, LLC include MCLAUGHLIN, MEGAN, JACQUELINE, HORTON, JOSHUA, THOMAS, Clark, Rachael, Joy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.