# Montgomery Wealth Advisors

Montgomery Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://montgomerywealth.net
- **LinkedIn:** https://www.linkedin.com/company/johnmontgomery01

## Regulatory record

- **CRD number:** 269932
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269932

## About

Montgomery Wealth Management provides investment management and strategic wealth planning as a fiduciary financial advisory firm. Their focus is personalized portfolio management beginning with a comprehensive financial plan, using assets such as stocks, ETFs, ETNs, and mutual funds selected for income, tax needs, and risk tolerance. They aim to be each client’s trusted advisor with unbiased opinions designed for long-term investment results.

## People

- Curt Pouyer — CIO, Founder/Principal

## Questions

### Is Montgomery Wealth Advisors a fiduciary?

As an RIA, Montgomery Wealth Advisors is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own (per SEC regulations). This applies across all advisory services, including investment recommendations and financial planning.

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Last updated: 2026-08-11T15:07:26.757Z

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