# Group W Investment Management LLC

> Group W Investment Management LLC is a state-registered investment advisory firm in Bozeman, MT, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 125215
- Filed as: GROUP W INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bozeman, MT
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125215
- AdvisorCensus page: https://advisorcensus.com/firm/group-w-investment-management-llc-bozeman-mt-125215

## Quick answers

**How is Group W Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Group W Investment Management LLC 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 Group W Investment Management LLC located?**
Group W Investment Management LLC's principal office is in Bozeman, MT, according to its Form ADV.

**Is Group W Investment Management LLC registered with the SEC or a state?**
Group W Investment Management LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125215.

**How much does Group W Investment Management LLC manage?**
Group W Investment Management LLC reports $20,876,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Group W Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (8).

**Does Group W Investment Management LLC 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/125215

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,876,000
- Discretionary: $20,876,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,780,600 |
| High net worth individuals | 14 | $19,081,600 |
| Corporations or other businesses not listed above | Fewer than 5 | $13,800 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [groupwinvestment.com](https://groupwinvestment.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Group W Investment Management LLC (CRD 125215): Form ADV filing data as of October 2026.