# BDL Wealth Management PLLC

> BDL Wealth Management PLLC is a state-registered investment advisory firm in Billings, MT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 330196
- Filed as: BDL WEALTH MANAGEMENT PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Billings, MT
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330196
- AdvisorCensus page: https://advisorcensus.com/firm/bdl-wealth-management-pllc-billings-mt-330196

## Quick answers

**How is BDL Wealth Management PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), BDL Wealth Management PLLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BDL Wealth Management PLLC located?**
BDL Wealth Management PLLC's principal office is in Billings, MT, according to its Form ADV.

**Is BDL Wealth Management PLLC registered with the SEC or a state?**
BDL Wealth Management PLLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330196.

**How much does BDL Wealth Management PLLC manage?**
BDL Wealth Management PLLC reports $5,644,505 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does BDL Wealth Management PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (1).

**Does BDL Wealth Management PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330196

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,644,505
- Discretionary: $5,644,505
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,310,656 |
| High net worth individuals | 1 | $1,333,849 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bdlwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BDL Wealth Management PLLC (CRD 330196): Form ADV filing data as of October 2026.