Mountain Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mountain Wealth Management, LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and certain corporate entities. The firm reports $43 million in discretionary assets under management and may allocate client assets to third‑party managers as part of its services.
The firm’s investment approach is grounded in Modern Portfolio Theory and long‑term trading, using individualized Investment Policy Statements to document goals, tax considerations, and risk tolerance. Mountain Wealth primarily recommends ETFs but may also allocate to mutual funds, fixed income, equities, hedge funds, private equity, and private placements, and it can engage third‑party advisers such as Natixis to implement portions of client portfolios.
Noteworthy aspects disclosed in the brochure include that the principal is a licensed attorney who operates a separate law practice (Mountain Wealth Estates, PLLC) and is an independent insurance agent, relationships the firm acknowledges may create potential conflicts of interest. The firm also documents potential use of investment vehicles and strategies that involve derivatives, leverage, or other complex structures and describes the associated risks, an exposure that is less common among similarly sized supported firms.
Client services
Expertise
Fee options
1.00% annually
$250-$350 per hour
Main office
113 East Oak St, Suite 4 A
Bozeman MT 59715
Advisors at this office
2
Most active in
Montana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas W
Series 66
Bozeman, MT
Mountain Wealth Management, LLC
Thomas White is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Bank of America and Bank of America N.A. White also serves as an officer and board member of the Bobcat Quarterback Club, a nonprofit organization affiliated with Montana State University. Mountain Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients, and certain corporate entities. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term strategies, utilizing individualized Investment Policy Statements and a diverse range of investment vehicles including ETFs, mutual funds, equities, and alternative assets.
Jesse R
Series 66
Bozeman, MT
Mountain Wealth Management, LLC
Jesse Radoslovich is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Arkell Asset Management, McLeod Insurance Services, and MML Investors Services, as well as over a decade with Cru Global (Campus Crusade for Christ). Outside of advisory work, he is involved with Radoslovich Development Group, LLC, which provides project management for private real estate development. Mountain Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and select corporate entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and uses individualized Investment Policy Statements to align with clients’ goals and risk tolerance.
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