Intermountain Wealth Management, Inc.

Intermountain Wealth Management, Inc. (CRD# 148646) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $56,497,879 in 698 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $80,943
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 3 of 3 top financial advisors.
1
Bryce C. Anderson
CRD#: 862550
101 Park Avenue, Suite 2, Idaho Falls, ID 83402
93
Wealthminder
score

Bryce Anderson (CRD# 862550) is an Investment Advisor Representative working at Intermountain Wealth Management, Inc. in Idaho Falls, ID and has over 18 years of experience in the finance industry.

2
Scott B. Smith
CRD#: 6447981
101 Park Avenue, Suite 2, Idaho Falls, ID 83402
90
Wealthminder
score

Scott Smith (CRD# 6447981) is an Investment Advisor Representative working at Intermountain Wealth Management, Inc. in Idaho Falls, ID and has 1 year of experience in the finance industry. Scott Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin R. Flamm
CRD#: 4789573
101 Park Avenue, Suite 2, Idaho Falls, ID 83402
83
Wealthminder
score

Kevin Flamm (CRD# 4789573) is an Investment Advisor Representative working at Intermountain Wealth Management, Inc. in Idaho Falls, ID and has over 12 years of experience in the finance industry.

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