Stockman Wealth Management DBA INVE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,369

Total plan assets

$98.5M

Filings (rows)

Direct comp

$144K

Indirect comp

Showing only "STOCKMAN WEALTH MANAGEMENT DBA INVE"

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STOCKMAN WEALTH MANAGEMENT5 STOCKMAN WEALTH MANAGEMENT DBA INVE3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Allegiance Benefit Plan Management, Inc. Allegiance Benefit Plan Management, Inc. 401(k) Plan · all filings	MISSOULA, MT	Advisor / Consultant	677	$55.3M	$75K	$0
Allegiance Benefit Plan Management, Inc. Allegiance Benefit Plan Management, Inc. 401(k) Plan · all filings	MISSOULA, MT	Advisor / Consultant	635	$38.9M	$50K	$0
Brewer Dental Center, PLLC Brewer Dental Center, PLLC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	57	$4.3M	$19K	$0