Investment adviser · CRD 122166

INVESTMENT MANAGEMENT GROUP

Investment adviser filing (IA)

STOCKMAN WEALTH MANAGEMENT, INC.

BILLINGS, MT, United States · Form ADV filed Jul 20, 2026

Regulatory AUM: $5.24B
Client accounts: 3,098
Employees: 30
Advisory professionals: 23

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Banks & thrifts	8	$3,009,173,761	57.5%
High-net-worth individuals	379	$1,037,803,283	19.8%
Individuals	960	$303,259,558	5.8%
Retirement plans	25	$266,610,877	5.1%
Charities	64	$229,004,978	4.4%
Corporations & businesses	66	$186,077,657	3.6%
Government entities	12	$165,459,714	3.2%
Insurance companies	3	$23,405,641	0.4%
Other clients	15	$15,201,225	0.3%

Filing source

Form ADV 2120823 · Jul 20, 2026 · Item 5.D

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

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: Jul 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

2700 KING AVE. W
BILLINGS, MT, 59102, United States

CRD 122166

Filing source

Form ADV 2120823 · Jul 20, 2026 · 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.