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Jordahl & Sliter Wealth Management Group, LLC (Kalispell)


Jordahl & Sliter Wealth Management Group, LLC is an adviser based in Kalispell. It manages $43.27 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2009.

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Jordahl & Sliter Wealth Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordahl & Sliter Wealth Management Group: assets under management

The assets under management (AUM) of Jordahl & Sliter Wealth Management Group, LLC is $43.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordahl & Sliter Wealth Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donald Evan Kisler Member 1 Jun 1983 Other 4561797
David Charles Hergesheimer Member 1 Aug 1987 Other 4561793
David James Schultz Member 1 Oct 1990 Other 4561789
Justin Patrick Sliter Member 1 Oct 2003 Other 4734205

Based in Kalispell

The principal office where Jordahl & Sliter Wealth Management Group, LLC performs its advisory services is located at 2 Sunset Plaza, Kalispell, MT 59901 1600 The mailing address of the firm is Po Box 8600, Kalispell, MT 59904 1600. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 406-752-1040 or by fax 406-752-2578. The normal business hours are 8am - 3pm on Monday - Friday. You can find more information about the New York firm at www.js-cpa.com.


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