Intermountain Wealth Management, Inc.

Intermountain Wealth Management, Inc. is a Registered Investment Advisor established on April 10, 2009, by principal owner Bryce Anderson. The firm specializes in providing investment advice and portfolio management services, including stocks, bonds, mutual funds, ETFs, and cash, based on technical and fundamental analysis. Clients can choose from various investment models based on their risk tolerance and return expectations. The firm also offers financial planning services at no additional fee, integrated into the portfolio management fee structure. Clients have the option to self-direct their investments or utilize the firm's investment models. Intermountain Wealth Management operates on a fee-only basis, charging a percentage of assets under management (AUM) as the annual fee. The fee structure varies based on the AUM and investment model selected. The firm does not receive commissions or compensation for recommending specific investment products. Clients are billed quarterly in arrears, with fees debited directly from their accounts. The firm manages assets on a discretionary basis, with $64,105,849 managed on a discretionary basis and $16,852,298 on a non-discretionary basis as of 2/5/2025, totaling $80,958,147 under management. Intermountain Wealth Management acts as a fiduciary, providing investment advice in the best interests of clients.