Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BIG SKY WEALTH ADVISORS, LLC

dba BIG SKY WEALTH ADVISORS, LLC · CRD 321272 · Registered Investment Adviser

BIG SKY WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in GREAT FALLS, MT. The firm reports $134,642,094 in regulatory assets under management across 570 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$134,642,094
Non-discretionary$0
Total RAUM$134,642,094
Accounts570

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 321272. adviserinfo.sec.gov/firm/summary/321272.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.