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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

Mountain Wealth Management, LLC

Multi family office in Fort Collins, United States.

Identity

HEADQUARTERS
Fort Collins, United States

Overview

This multi family office is based in Fort Collins, United States. 3 people are named on its team.

People

  • Mitch O'Hare
    CFP®, Founder · source
  • Sigrid Daugaard
    CFP®, Senior Partner · source
  • Anne Villarreal
    Executive Assistant · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Mountain Wealth Management, LLC is a multi family office based in Fort Collins, the United States.

Mountain Wealth Management, LLC does not publicly state whether it invests directly or through funds.

Key people at Mountain Wealth Management, LLC include Mitch O'Hare (CFP®, Founder), Sigrid Daugaard (CFP®, Senior Partner) and Anne Villarreal (Executive Assistant).