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Blue Mountain Wealth ManagementFinancial advisor in Monroe, WA

Blue Mountain Wealth Management is a financial advisor at 20026 209th Ave SE, Monroe, WA 98272, ranked #36 of 305 financial advisors in Monroe and rated 5.0 from 6 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Monroe, WAUpdated 0 paid placements in any rankingHow we rank

Call (509) 301-8701Website ↗

Key facts

Key facts about Blue Mountain Wealth Management
Address20026 209th Ave SE, Monroe, WA 98272Get directions
Phone(509) 301-8701
Websitebluemountainwealthmanagement.com
HoursMonday and Tuesday: 8 AM – 5 PM; Thursday and Friday: 8 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Monroe and 11 towns within 25 miles: Maltby, Cottage Lake, Silver Firs, Union Hill-Novelty Hill, North Creek, Woodinville, Mill Creek East, Eastmont, Mill Creek, Kingsgate and Bothell.

Based in Monroe, WAView on map

Opening hours

Opening hours for Blue Mountain Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
WednesdayClosed
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Blue Mountain Wealth Management

How is Blue Mountain Wealth Management ranked in Monroe?

Blue Mountain Wealth Management is ranked #36 of 305 financial advisors in Monroe by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Blue Mountain Wealth Management’s hours?

Blue Mountain Wealth Management is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8 AM – 5 PM; Thursday and Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Blue Mountain Wealth Management serve?

Serves Monroe and 11 towns within 25 miles: Maltby, Cottage Lake, Silver Firs, Union Hill-Novelty Hill, North Creek, Woodinville, Mill Creek East, Eastmont, Mill Creek, Kingsgate and Bothell. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Blue Mountain Wealth Management?

Blue Mountain Wealth Management has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Blue Mountain Wealth Management?

Call Blue Mountain Wealth Management on (509) 301-8701. The business is at 20026 209th Ave SE, Monroe, WA 98272. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Blue Mountain Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Blue Mountain Wealth Management (this business)—635.0 (6)NoNo
Pinnacle Private Wealth Advisors#34635.0 (28)NoNo17.9 mi
Leverage Planners#35634.9 (29)NoNo17.5 mi
Brighton Jones#37634.9 (39)NoNo23.0 mi

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