WATERTOWN, SDCRD 299593Latest ADV February 27, 2026
Big Sioux Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Watertown, SD. Its latest Form ADV filing, dated February 27, 2026, reports $235M in regulatory assets under management, 7 employees, 1 office, and 1,957 accounts.
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
597
2
HNWI
28.3%
246
3
Charitable
1.7%
15
4
Corporations
1.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of February 27, 2026
Discretionary97.0%
$228M
97% of total RAUM97.0%
Non-discretionary3.0%
$7M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts1,957
10Y AUM Change+$112M (+91.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee124:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.