Big Sky Wealth Advisors, LLC
● SEC registered since 2024CRD 321272SEC# 801-130247Great Falls, MT
Reg. AUM
$134.6M
Employees
2
Accounts
570
Location
Great Falls, MT
Big Sky Wealth Advisors, LLC assets under management
Big Sky Wealth Advisors, LLC is an SEC-registered investment adviser based in Great Falls, MT. The firm has been registered since 2024. It reports $134.6 million in regulatory assets under management and employs 2 people.
Big Sky Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Thomas Horton Control | Founder & Cco | Over 75% | 2022 |
Frequently asked questions
How much does Big Sky Wealth Advisors, LLC manage?
Big Sky Wealth Advisors, LLC reports $134.6 million in regulatory assets under management on its Form ADV.
How many employees does Big Sky Wealth Advisors, LLC have?
Big Sky Wealth Advisors, LLC reports 2 employees.
Where is Big Sky Wealth Advisors, LLC located?
Big Sky Wealth Advisors, LLC is based in Great Falls, MT and has been SEC-registered since 2024.
Does Big Sky Wealth Advisors, LLC disclose fund performance?
Big Sky Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 812 14th Street N, Great Falls, MT 59401 |
| Phone | 406-315-2627 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.6M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$134.6Mregulatory AUM
Discretionary $134.6M