Springhill Wealth Management, LLC
● SEC registered since 2026CRD 342137SEC# 801-136241Bozeman, MT
Reg. AUM
$82M
Employees
1
Accounts
167
Location
Bozeman, MT
About Springhill Wealth Management
Lucent Financial offers Springhill Wealth-style personalized wealth management that coordinates complex financial decisions. It aims to remove uncertainty so clients can focus on purposeful living, protecting loved ones, and pursuing meaningful goals.
Summary based on the firm’s website.
Springhill Wealth Management, LLC assets under management
Springhill Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bozeman, MT. The firm has been registered since 2026. It reports $82 million in regulatory assets under management and employs 1 people.
Springhill Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Travis John Hartman Control | Ceo/Cco | Over 75% | 2026 |
Frequently asked questions
How much does Springhill Wealth Management, LLC manage?
Springhill Wealth Management, LLC reports $82 million in regulatory assets under management on its Form ADV.
How many employees does Springhill Wealth Management, LLC have?
Springhill Wealth Management, LLC reports 1 employees.
Where is Springhill Wealth Management, LLC located?
Springhill Wealth Management, LLC is based in Bozeman, MT and has been SEC-registered since 2026.
Does Springhill Wealth Management, LLC disclose fund performance?
Springhill Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3731 Equestrian Lane, Suite 103, Bozeman, MT 59718 |
| Phone | 406-750-3515 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$82Mregulatory AUM
Discretionary $81.6MNon-discretionary $445K