Montana Wealth Management is a wealth manager based in Bozeman, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
At Montana Wealth Management, we help simplify your financial goals. We help alleviate the stress and worry of complex financial planning by creating a customized plan tailored to fit your unique circumstances. We understand that wealth is more than money, and you deserve a partner that addresses all aspects of your specific financial situation.
Investment types: Growth Capital, Private Equity, Long-Term Investments
Sectors & themes: Wealth & Estate Planning, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Retirement Planning, Trust Management, Legal & Tax Services, Insurance Products & Services Financial Services, Finance, Professional Business Services, Commercial & Professional Services, Insurance Services
Preferred geographies: United States
Location: 1455 West Oak St.\nBozeman\nMontana\n59715\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.