# Dawneen Oehlerich

> Dawneen Oehlerich is a fee-only financial advisor at KilterHowling in Whitefish, Montana. Dawneen focuses on family wealth transfer. KilterHowling reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/dawneen-oehlerich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KilterHowling
- **Based in:** Whitefish, Montana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $292.9M across 621 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 1568906 (https://adviserinfo.sec.gov/individual/summary/1568906)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 63 (1986), Series 65 (1993)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.kilterhowling.com

## Frequently asked questions

### Is Dawneen Oehlerich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dawneen holds no broker registration, and KilterHowling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dawneen charge for financial advice?

Dawneen's firm, KilterHowling, reports charging a percentage of assets on its SEC Form ADV.

### Where is Dawneen Oehlerich based?

Dawneen Oehlerich is based in Whitefish, Montana.

### What does Dawneen specialize in?

Dawneen's specialties include family wealth transfer. Dawneen works with ultra high net worth and multi-generational families.

### Is Dawneen Oehlerich registered with the SEC?

Yes. Dawneen Oehlerich is registered as an investment adviser representative in MT (CRD 1568906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does KilterHowling manage?

KilterHowling reports $292.9M across 621 accounts in assets under management.

### How do I contact Dawneen Oehlerich?

Through Dawneen's website, www.kilterhowling.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1568906): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kilterhowling.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.