BIG SKY WEALTH ADVISORS, LLC
SEC RegisteredA fulfilling retirement doesn't happen by accident.
About the firm
Big Sky Wealth Advisors is an SEC registered investment adviser located in Great Falls, Montana. The firm provides advisory services and educational content focused on retirement planning, including both financial and non-financial aspects of retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, with educational content covering retirement planning topics including psychological transition, purpose, social connection, and daily structure in retirement.
Who they serve
Retirees and prospective retirees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 181 | $66M |
| High Net Worth Individuals | 20 | $65M |
| Charitable Organizations | 1 | $138k |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Individuals $0-$500,000 | 1.50% |
| Individuals $500,001-$1,000,000 | 1.30% |
| Individuals $1,000,001-$2,500,000 | 1.00% |
| Individuals $2,500,001-$5,000,000 | 0.75% |
| Individuals $5,000,001-$10,000,000 | 0.60% |
| Individuals $10,000,001+ | 0.45% |
| Charitable/Non-Profit $0-$5,000,000 | 0.50% |
| Charitable/Non-Profit $5,000,001+ | 0.25% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BIG SKY WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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