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BIG SIOUX WEALTH MANAGEMENT

WATERTOWN, SD · CRD 299593 · IAPD ↗ · bigsiouxwealth.com · 605-882-4280

$235.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — BIG SIOUX WEALTH MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2026 — BIG SIOUX WEALTH MANAGEMENT notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — BIG SIOUX WEALTH MANAGEMENT notice-filed in FL, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.