{
  "crd_number": 342668,
  "slug": "ib-wealth-management-havre-mt-342668",
  "primary_business_name": "IB WEALTH MANAGEMENT",
  "legal_name": "IB WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Havre",
  "state": "MT",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-09-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 5,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342668",
  "city_as_filed": "HAVRE",
  "url": "https://advisorcensus.com/firm/ib-wealth-management-havre-mt-342668",
  "display_name": "IB Wealth Management",
  "summary": "IB Wealth Management is a state-registered investment advisory firm in Havre, MT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. IB Wealth Management (CRD 342668): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is IB Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IB Wealth Management reports these compensation arrangements: other."
    },
    {
      "q": "Where is IB Wealth Management located?",
      "a": "IB Wealth Management's principal office is in Havre, MT, according to its Form ADV."
    },
    {
      "q": "Is IB Wealth Management registered with the SEC or a state?",
      "a": "IB Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342668."
    },
    {
      "q": "Does IB Wealth Management report any disciplinary disclosures?",
      "a": "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/342668"
    },
    {
      "q": "What changed in IB Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Newly registered with a state securities regulator."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Newly registered with a state securities regulator."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ib-wealth-management-havre-mt-342668.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342668",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}