HNW client percentage for Supported firms serving clients in Montana

Supported firms active in Montana 46 firms

Very Low 0%-7%

Low 7%-17%

Typical 17%-25%

High 25%-45%

Very High 45%-57%

5th 20th 40th 60th 80th 95th

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
BDL Wealth Management PLLC	Very Low 6%	1	18	$310K
Stafford Financial, LLC	High 33%	7	21	$690K
Bergen Park Capital Management, LLC	Very High 100%	11	11	$3.9M
Opulence Planning	Typical 23%	5	22	$470K
RNS Wealth Management, LLC	Very Low 0%	—	37	$110K
Evergreen Financial Group	Typical 22%	9	41	$670K
Mountain Wealth Management, LLC	Very High 57%	16	28	$1.5M
Sankala Group LLC	Very High 46%	49	107	$1.3M
Lussenheide Capital Management, Inc	Very Low 0%	—	60	$740K
Reppond Investments, Inc.	Typical 18%	16	90	$490K
Donalies Financial Planning, LLC	Very High 85%	115	135	$1.5M
Peltoma Capital Partners	Very High 66%	48	73	$2.3M
CoCreate Financial	High 25%	28	112	$340K
Cladis Investment Advisory LLC	High 40%	46	114	$1.3M
Greystone Capital Partners Group LLC	Low 15%	24	157	$370K
Pine Haven Investment Counsel, Inc.	Very High 49%	41	84	$2.2M
Monteith Wealth	High 31%	28	90	$820K
Orser Capital Management LLC	Very High 45%	64	141	$2M
Mersereau, Lazenby & Rockas, L.L.C.	Very High 55%	79	143	$480K
KilterHowling LLC	Very High 45%	91	203	$1.4M
Red SEVEN	Low 7%	18	244	$360K
Hendrickson Financial Services, LLC	Very Low 0%	—	148	$480K
Northfork Advisors	Low 15%	23	152	$670K
Portfolio Logix, LLC	High 26%	40	156	$250K
Twenty Twenty Investment Advisors, LLC	Low 7%	23	312	$370K
Main Line Retirement Advisors, LLC	High 38%	60	158	$1.6M
Professional Financial Management, Inc.	Very High 51%	83	163	$1.8M
Blackmore Financial Solutions	Very Low 0%	—	171	$150K
56 Capital Partners, Ltd	Low 14%	36	260	$320K
Cypress Capital Management, LLC	Typical 21%	39	185	$590K
Prospettiva Financial	Very High 85%	250	294	$380K
Alchemy Wealth Management	Low 7%	14	198	$310K
Big Sky Wealth Advisors, LLC	Low 10%	20	201	$650K
Red Mountain Financial Partners	Typical 21%	64	306	$690K
Five Pine Wealth	Low 14%	49	345	$540K
Willow Creek Capital Management, Inc.	High 25%	98	397	$650K
3 Peaks Financial	Very Low 5%	14	280	$190K
Jeffery C. Welch and Associates, Inc.	Very Low 3%	10	287	$97K
S.G. Long & Company	Very Low 3%	5	159	$220K
Burrus	High 25%	79	322	$750K
Evergreen Wealth Partners LLC	Typical 17%	119	708	$560K
Morgan Financial Incorporated	Low 9%	16	186	$330K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Intermountain Wealth Management, Inc.	Very Low 4%	20	446	$170K
Piedmont Capital Management, LLC	Low 13%	61	464	$500K

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