Intermountain Wealth Management, Inc.

Intermountain Wealth Management, Inc. (CRD# 148646) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $68,326,776 in 580 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
101 Park Avenue, Suite 204, Idaho Falls, ID 83402
https://facebook.intermountain wealth management.
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $117,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, ID, MT, TX, UT

Financial Advisors at Intermountain Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Bryce Anderson, financial advisor Idaho Falls ID
Bryce C. Anderson
CRD#: 862550
101 Park Avenue, Suite 2, Idaho Falls, ID 83402

Bryce Anderson (CRD# 862550) is an Investment Advisor Representative working at Intermountain Wealth Management, Inc. in Idaho Falls, ID and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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