BIG SIOUX WEALTH MANAGEMENT

1401 4th St Ne
Watertown, South Dakota 57201
Tel: 605-882-4280

About BIG SIOUX WEALTH MANAGEMENT

BIG SIOUX WEALTH MANAGEMENT, formally registered with the SEC as BIG SIOUX WEALTH MANAGEMENT. The firm was established in 03/30/2020. They have over 2 offices throughout the country.

BIG SIOUX WEALTH MANAGEMENT is a Watertown, South Dakota based Financial Planning firm with nearly $200,749,508 assets under management, offering retirement planning & investment advisory services to 2036 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299593
SEC#	801-118350
Assets Managed by Firm	$200,749,508
No. of Clients	2036
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2036	$200,749,508
Individuals (other than high net worth individuals)	890	$48,648,806
High net worth individuals	247	$141,192,883
Pension and profit sharing plans	6	$5,656,718
Charitable organizations	17	$1,394,981
Corporations or other businesses	9	$3,856,120

More Retirement Planning firms in Watertown, South Dakota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
COMPASS FINANCIAL GROUP, INC 4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106	$995,000,000	2385	7
STANDARD FAMILY OFFICE, LLC 1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108	$921,859,137	2	6
ELGETHUN CAPITAL MANAGEMENT 231 S. Phillips Ave., Suite 201 Sioux Falls, SD, 57104	$786,613,953	802	8
HI-LINE CAPITAL MANAGEMENT, LLC 25 1st Ave. Nw Watertown, SD, 57201	$631,940,945	467	7
SAGE CAPITAL ADVISORS, LLC 122 S. Phillips Avenue Suite 260 Sioux Falls, SD, 57104	$581,485,645	504	8

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