INTERMOUNTAIN WEALTH MANAGEMENT, INC.
CRD #148646 SEC #801-70021 IDAHO FALLS, ID 208-522-3344
SEC Registered
Total AUM
$72.5M
Discretionary
$70.1M
Employees
1
Clients
--
Accounts
821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $72.5M | $70.1M | $2.3M | 1 | 400 |
| May 2012 | $72.5M | $70.1M | $2.3M | 1 | 400 |
| Jan 2012 | $72.5M | $70.1M | $2.3M | 1 | 400 |
| Feb 2011 | $71.4M | $69.3M | $2.1M | 5 | -- |
| May 2009 | $39.3M | $39.3M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$72.5M
Discretionary$70.1M
Non-Disc.$2.3M
Employees1
Clients400
DateMay 2012
Total AUM$72.5M
Discretionary$70.1M
Non-Disc.$2.3M
Employees1
Clients400
DateJan 2012
Total AUM$72.5M
Discretionary$70.1M
Non-Disc.$2.3M
Employees1
Clients400
DateFeb 2011
Total AUM$71.4M
Discretionary$69.3M
Non-Disc.$2.1M
Employees5
Clients--
DateMay 2009
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--