AdvisorCensus / Financial advisors / Montana / Bozeman / Springhill Wealth Management
Springhill Wealth Management
Filed as SPRINGHILL WEALTH MANAGEMENT · Legal name Springhill Wealth Management, LLC
Springhill Wealth Management is an SEC-registered investment advisory firm in Bozeman, MT, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.
Quick answers
From the filingHow is Springhill Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Springhill Wealth Management reports these compensation arrangements: a percentage of assets under its management.
How much does Springhill Wealth Management charge?
Its Form ADV Part 2A brochure dated August 21, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Springhill Wealth Management located?
Springhill Wealth Management's principal office is in Bozeman, MT, according to its Form ADV.
Is Springhill Wealth Management registered with the SEC or a state?
Springhill Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342137.
How much does Springhill Wealth Management manage?
Springhill Wealth Management reports $82,041,004 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (99% discretionary).
What types of clients does Springhill Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (24).
Does Springhill 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 SEC record: https://adviserinfo.sec.gov/firm/summary/342137
Does Springhill Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated August 21, 2026 says: "Our Firm typically requires a minimum account size of $ 100,000 based on the aggregated household assets. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
What changed in Springhill Wealth Management's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $82,041,004.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1% , and we have a minimum account size of $ 100,000.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our Firm typically requires a minimum account size of $ 100,000 based on the aggregated household assets. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.
As stated in the firm's Form ADV Part 2A brochure dated August 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$82,041,004 as of October 2026, filing dated September 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Springhill Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $82,041,004.
- September 2026
- Changed its legal name from Lucent Financial LLC to Springhill Wealth Management, LLC.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Springhill Wealth Management (CRD 342137): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/springhill-wealth-management-bozeman-mt-342137