A complete list of active advisors currently associated with Blue Mountain Wealth Management
Warmer can help you find a great advisor at Blue Mountain Wealth Management or one who fits your needs even better.
Blue Mountain Wealth Management LLC is a registered investment adviser that, per its Form ADV, offers wealth management and financial planning services intended for individuals and high‑net-worth clients, while its categorization aligns with firms that typically manage pooled or institutional assets. The brochure reports the firm is newly formed, lists one principal, and shows zero discretionary and non‑discretionary assets under management and no clients as of the reporting date. The firm describes a fee‑only, discretionary management approach that blends Modern Portfolio Theory, fundamental analysis, and both passive and active vehicle selection, and it provides ongoing portfolio supervision alongside limited‑scope project financial planning. Portfolios are tailored to client objectives and risk tolerance, and the ADV states the firm may exercise discretionary trading authority while also offering project‑based planning delivered for a fixed fee calculated from an underlying hourly rate. What is noteworthy relative to many peers is the firm’s explicit use of fixed, project‑based planning fees derived from an hourly billing structure—an uncommon practice among investment managers whose revenue is typically AUM‑based. The brochure also highlights that the firm directs clients to a specific custodian platform, does not aggregate or block trades across accounts, and makes optional financial plans available at no additional charge when elected by the client.
To learn more about the advisors currently working at Blue Mountain Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Monroe, WA
| 2
|
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