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Monteith Wealth
Monteith Wealth, LLC is a CPA firm and investment advisor whose team includes CPAs and CERTIFIED FINANCIAL PLANNERS. They combine tax and investment knowledge...
Monteith Wealth
Monteith Wealth, LLC is a CPA firm and investment advisor whose team includes CPAs and CERTIFIED FINANCIAL PLANNERS. They combine tax and investment knowledge to offer advice, providing tax preparation, planning, and strategies alongside investment management, financial planning, and financial advice. They are fee-only, fiduciary advisors who work with individuals and businesses nationwide.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United Kingdom
City
Bozeman
Corporate office
London, United Kingdom
Principals
Mike Monteith
CFP, CERTIFIED FINANCIAL PLANNER
Michelle McDowell
Tax Services Manager
Renita Lucy-Moline
CPA, Certified Public Accountant
Mandi Kingsford
Office Manager
Jack Monteith
CFP, CPA, CERTIFIED FINANCIAL PLANNER and Certified Public Accountant
Alicia Diethert
EA, Enrolled Agent
Matthea Mulally
Accounting Assistant
Sector focus
Frequently asked questions
Who runs investment decisions at Monteith Wealth?
Monteith Wealth does not publicly disclose its investment principals. The firm's website and public records do not name a CEO, CIO, or founding team. This lack of disclosure is unusual for an asset manager marketing to institutional clients.
What investment strategies does Monteith Wealth pursue?
The firm focuses on direct private credit (senior secured loans and mezzanine debt) for mid-market UK companies, as well as real estate equity investments, often through joint ventures. Its website also cites infrastructure-adjacent real assets in Western Europe.
What is Monteith Wealth's known track record or portfolio of investments?
No specific investments, deal sizes, or portfolio companies have been publicly attributed to Monteith Wealth. The firm does not publish case studies or testimonials on its website or in any known media.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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