GlacierWealth · Firm identity
Who this firm is, on the record.
One page of checkable facts about the legal entity behind this site. Every line below can be verified against a public regulator record rather than taken on our word — which is the point of publishing it.
Registration and identity
- Legal name
- GlacierWealth, Inc.
- Also written
- GlacierWealth
- Founded
- 2001
- Firm CRD number
- 116372
- SEC file number
- 801-63381
- Principal
- Edward G. Rainford, AIF® — founder and investment counsel. Individual CRD 3161364.
- Business model
- Fee-only. No commissions, no insurance sales, no revenue sharing from plan providers.
- Industry classification
- NAICS 523940 — Portfolio Management and Investment Advice
- Office
- 643 Denver St., Ste. 100
Whitefish, Montana 59937
United States · by appointment - Official website
- glacierwealth.com
Verify us at the source
- SEC Investment Adviser Public Disclosure — firm summary (CRD 116372)
- Form ADV filing (PDF)
- FINRA BrokerCheck — Edward G. Rainford
- Our own disclosures and legal notices
Disambiguation
Several unrelated businesses in northwest Montana and elsewhere use names containing "Glacier" and "Wealth." Directory sites and search engines have merged some of their records with ours. To state it plainly:
- GlacierWealth, Inc. is not affiliated with, owned by, or a trade name of Glacier Wealth Management or any other similarly named firm.
- We are not a member of any chamber of commerce, and no chamber directory listing is authored, reviewed, or authorized by us.
- We do not sell insurance, annuities, or any commission-based product. Descriptions of this firm that mention those services describe a different business.
- The only website this firm operates is glacierwealth.com, and the only firm email address is edward@glacierwealth.com.
Where a third-party listing conflicts with this page, this page and the SEC record are authoritative. If you found a listing that appears to describe us incorrectly, send us the link and we will pursue its correction.
Questions about the firm, or a listing that needs correcting? We answer within two business days.
Further reading
- Edward G. Rainford, AIF®
Fee-only investment counsel since 2001, with the regulator records to check it against.
- Fiduciary counsel in Whitefish and the Flathead Valley
Local, fee-only, and independent: who we work with across northwest Montana.
- The plan review, described plainly
What an independent read of your plan covers, what it costs, and what you get back.
- The Uncomfortable Truth
The long argument behind the review: why most small plans are built for the provider, not the owner.
- How to read your Form 5500 in seven steps
The numbered walkthrough: where the filing lives, which lines to check, and in what order.