Blue Mountain Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$798,883
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Blue Mountain Wealth Management LLC is a registered investment adviser that, per its Form ADV, offers wealth management and financial planning services intended for individuals and high‑net-worth clients, while its categorization aligns with firms that typically manage pooled or institutional assets. The brochure reports the firm is newly formed, lists one principal, and shows zero discretionary and non‑discretionary assets under management and no clients as of the reporting date.
The firm describes a fee‑only, discretionary management approach that blends Modern Portfolio Theory, fundamental analysis, and both passive and active vehicle selection, and it provides ongoing portfolio supervision alongside limited‑scope project financial planning. Portfolios are tailored to client objectives and risk tolerance, and the ADV states the firm may exercise discretionary trading authority while also offering project‑based planning delivered for a fixed fee calculated from an underlying hourly rate.
What is noteworthy relative to many peers is the firm’s explicit use of fixed, project‑based planning fees derived from an hourly billing structure—an uncommon practice among investment managers whose revenue is typically AUM‑based. The brochure also highlights that the firm directs clients to a specific custodian platform, does not aggregate or block trades across accounts, and makes optional financial plans available at no additional charge when elected by the client.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fee ranges from $2,500 to $5,000.
$0 - $500,000: 1.25% $500,001+: 1.00%
Hourly rate of $250 applicable to fixed fee financial planning services.
Account minimum: $100,000 (may be reduced or waived on a case-by-case basis) Fee-only: Fee-only firm, compensated solely by clients.
Main office location
Blue Mountain Wealth Management
Monroe WA, United States
Number of offices
1
Most active in
Blue Mountain Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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