Stockman Wealth Management, Inc.
● SEC registered since 2002CRD 122166SEC# 801-61567Billings, MT
Reg. AUM
$5.24B
Employees
30
Accounts
3,098
Location
Billings, MT
Stockman Wealth Management, Inc. assets under management
Stockman Wealth Management, Inc. operates as an SEC-registered investment adviser based in Billings, MT. The firm has been registered since 2002. It reports $5.2 billion in regulatory assets under management and employs 30 people.
Stockman Wealth Management, Inc. owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur William Bickle Control | Board Member | Under 5% | 2002 |
| Caren Lorene Coffee Control | Board Member | Under 5% | 2014 |
| David Anthony Zoanni Control | Board Member | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Stockman Wealth Management, Inc. manage?
Stockman Wealth Management, Inc. reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Stockman Wealth Management, Inc. have?
Stockman Wealth Management, Inc. reports 30 employees.
Where is Stockman Wealth Management, Inc. located?
Stockman Wealth Management, Inc. is based in Billings, MT and has been SEC-registered since 2002.
Does Stockman Wealth Management, Inc. disclose fund performance?
Stockman Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 King Ave. W, Billings, MT 59102 |
| Phone | 406-655-3960 |
| Fax | 406-874-8743 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1389400 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.24B▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$5.24Bregulatory AUM
Discretionary $1.75BNon-discretionary $3.48B