Springhill Wealth Management: applying for SEC registration, $82M AUM, Bozeman, MT
Springhill Wealth Management (Bozeman, Montana): applying for SEC registration, $82M AUM, Bozeman, MT. Its amount of 82 is below the median of 134 (7th percentile). Dated 178 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 82 · 7th percentile of 1,149 NewRiaPulse records · 0.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related MT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Springhill Wealth Management |
| Legal name | Springhill Wealth Management, LLC |
| CRD | 342137 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-05-11 |
| Latest Form ADV filing | 2026-09-08 |
| Location | Bozeman, MT, United States |
| Regulatory AUM | $82,041,004 |
| Accounts | 167 |
| Employees | 1 |
| Website | https://www.springhillwealth.com/ |
| amount percentile | 7th of 1,149 (median 134, 0.6x median) |
| Peer records CSV (3 MT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MT first): Willow Creek Capital Management, INC. · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Springhill Wealth Management and 3 Montana peers
- Montana NewRiaPulse records like this one: 3
- Springhill Wealth Management's amount: 7th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Montana peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Springhill Wealth Management in Bozeman, Montana?
Springhill Wealth Management applied for SEC registration as an investment adviser (2026-05-11) with $82,041,004 in regulatory assets under management, based in Bozeman, MT.
How does Springhill Wealth Management compare to other Montana NewRiaPulse records?
Its amount of 82 is below the median (7th percentile); smaller records often move faster and face less competition. It is 178 days old; check the official source for later updates before acting.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.