Investment adviser · CRD 148646

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

IDAHO FALLS, ID, United States · Form ADV filed May 17, 2012

Regulatory AUM
$72.5M
Form ADV · Item 5.F
Client accounts
821
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 17, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

101 PARK AVENUE, SUITE 2
IDAHO FALLS, ID, 83402, United States

CRD 148646

Filing source

Form ADV 647673 · May 17, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.