# IB Wealth Management

> 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.

- CRD: 342668
- Filed as: IB WEALTH MANAGEMENT
- Legal name: IB Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Havre, MT
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342668
- AdvisorCensus page: https://advisorcensus.com/firm/ib-wealth-management-havre-mt-342668

## Quick answers

**How is IB Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), IB Wealth Management reports these compensation arrangements: other.

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

**Is IB Wealth Management registered with the SEC or a state?**
IB Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342668.

**Does IB Wealth Management 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/342668

**What changed in IB Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 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.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IB Wealth Management (CRD 342668): Form ADV filing data as of October 2026.