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Intermountain Wealth Management, Inc. (Idaho Falls)


Intermountain Wealth Management, Inc. is an adviser based in Idaho Falls. It manages $72.45 million of regulatory assets for 821 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, Idaho, Montana, and Utah.

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Intermountain Wealth Management provides portfolio management for individuals and small businesses and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intermountain Wealth Management: assets under management

The assets under management (AUM) of Intermountain Wealth Management, Inc. is $72.45 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70.12 million in discretionary accounts and $2.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $778.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Intermountain Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Idaho Falls

The principal office where Intermountain Wealth Management, Inc. performs its advisory services is located at 101 Park Avenue, Idaho Falls, ID 83402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-522-3344 or by fax 888-506-3345. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.intermountainwealthmanagement.com.


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