Dawneen Oehlerich
KilterHowling · Whitefish, Montana
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | KilterHowling |
|---|---|
| Based in | Whitefish, Montana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $292.9M across 621 accounts |
| SEC registration | Investment adviser representative in MT · CRD 1568906 |
| Exams passed | Series 63 (1986) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kilterhowling.com |
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Questions about Dawneen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- KilterHowling website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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