# Monteith Wealth

Monteith Wealth is an Asset Manager based in Bozeman, United Kingdom.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bozeman, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** monteithwealth.com

## Regulatory record

- **CRD number:** 308179
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308179

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- 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

## 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.

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- [Pecora Capital LLC](https://altss.com/profile/pecora-capital-llc)
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Last updated: 2026-08-11T15:07:26.757Z

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