Overview
Assets Under Management: $714 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 154
Average Client Assets: $3 million
Frequently Asked Questions
MONTZ HARCUS WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301963), MONTZ HARCUS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MONTZ HARCUS WEALTH MANAGEMENT LLC is headquartered in NEW ORLEANS, LA.
MONTZ HARCUS WEALTH MANAGEMENT LLC serves 154 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, MONTZ HARCUS WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MONTZ HARCUS WEALTH MANAGEMENT LLC manages $714 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, MONTZ HARCUS WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,332
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 301963
Filing ID: 1958172
Last Filing Date: 2025-03-20 10:17:00
Website: https://montzharcus.com