Advisor at BDL Wealth Management PLLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BDL Wealth Management PLLC
Location
Billings, MT 59101
Credentials
PFS™
Industry experience
1 year
David Dernbach is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with over 16 years of experience in accounting and wealth management. He also owns and operates Dernbach & Associates, PLLC, a CPA firm providing tax planning and accounting services. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based portfolios constructed from ETFs and mutual funds. The firm integrates its affiliated accounting services into its advisory model and conducts regular portfolio reviews to ensure alignment with client goals.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
404 North 31 St St, Suite 125
Billings, MT 59101
Montana · Washington
BDL Wealth Management, PLLC
2024 - Present (2 years)
Dernbach & Associates, PLLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Billings, MT
Optima Capital Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Alchemy Wealth Management
Series 65
Billings, MT
Stafford Financial
Series 66
Billings, MT
Stafford Financial
Series 65
Billings, MT
Capstone Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")