Gary Wrotny
Watson House Investment Management · Bozeman, Montana
Gary Wrotny is a fee-only financial advisor at Watson House Investment Management in Bozeman, Montana. Watson House Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Watson House Investment Management |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $20.0M across 28 accounts |
| SEC registration | Investment adviser representative in AR, MT, TX · CRD 7120568 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investwatsonhouse.com |
| Profile |
How Gary's firm compares
- Watson House Investment Management's average account is about $716,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Gary
Is Gary Wrotny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Watson House Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Watson House Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gary Wrotny based?
Gary Wrotny is based in Bozeman, Montana.
Is Gary Wrotny registered with the SEC?
Yes. Gary Wrotny is registered as an investment adviser representative in AR, MT and TX (CRD 7120568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Watson House Investment Management manage?
Watson House Investment Management reports $20.0M across 28 accounts in assets under management.
How do I contact Gary Wrotny?
Through Gary's website, www.investwatsonhouse.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
- 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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