Intermountain Wealth Management, Inc.
- Regulatory AUM
- $90.2M
- Discretionary
- $76.5M
- Clients
- 452
- Avg AUM / client
- $200K
- Accounts
- 647
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 426 | $49.1M | 54.5% |
| High net worth individuals | 20 | $27.4M | 30.4% |
| Pension and profit sharing plans | 6 | $13.7M | 15.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stonehenge 401(k) Plan Stonehenge Of Orem Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryce Craig Anderson | Shareholder/Managing Director | Feb 2009 (18y) | 25% – 50% | |
| Dirk Thompson Murray | Shareholder/Managing Director | Feb 2009 (18y) | 25% – 50% | |
| Flamm, Kevin, Russell | Shareholder/Managing Director | Feb 2009 (18y) | 25% – 50% | |
| Hulet, Jeremy, Neil | Chief Compliance Officer | Apr 2009 (17y) | Less than 5% | |
| Jackson Wright Murray | Registered representative | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stonehenge 401(k) Plan | Stonehenge Of Orem Llc | 270 | $5.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗