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STOCKMAN WEALTH MANAGEMENT, INC.

UUID09366f60-3ad9-563d-ac1f-842d4459000f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 122166 122166 1.0
cik 0001389400 1389400
sec_file_number 801-61567 801-61567

Profile

Websitehttps://www.linkedin.com/company/stockman-wealth-management
HQ CityBILLINGS
HQ StateMT
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INVESTMENT MANAGEMENT GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)5,065,457,259.0
  • RAUM (discretionary)1,505,936,681.0
  • Actionable assets1,646,693,767.0
  • Accounts2,813.0

Institutional Clients

  • Government AUM169,745,231.0
  • Pension AUM231,699,746.0
  • Charitable AUM136,767,543.0
  • HNW AUM859,732,286.0

As of 2025-03-03 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.