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Building 2LOVELESS WEALTH MANAGEMENT, LLC

Map pinBILLINGS, MT
Phone406-656-9212
NotebookSEC #801-110266
Total AUM
$264.6M
Employees
3
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2615 SAINT JOHNS AVE.
SUITE A
BILLINGS
MT 59102
United States
Operating Hours
8-5
Monday - Friday
Phone
406-656-9212

ReceiptFinancials

Total AUM
$264.6M
Accounts
714
Discretionary
$264.6M
Accounts
714
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
234
AUM
$89.3M
HNW Individual Clients
85
AUM
$175.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMTNDNESDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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