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Montgomery Wealth Management
MONTGOMERY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in PAGOSA SPRINGS, CO. The firm manages approximately $22 million in regulatory...
Montgomery Wealth Management
MONTGOMERY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in PAGOSA SPRINGS, CO. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Pagosa Springs
Corporate office
Unknown, United States
Sector focus
Frequently asked questions
What services does Montgomery Wealth Management provide?
Based on the firm's name and standard RIA practices, Montgomery Wealth Management likely offers financial planning, investment management, estate planning, and tax optimization. These services are typical for a multi-family office structure serving high-net-worth individuals and families.
Is Montgomery Wealth Management a fiduciary?
As a registered investment advisor (RIA), Montgomery Wealth Management is legally required to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must prioritize client interests over its own and disclose all conflicts of interest.
What types of clients does Montgomery Wealth Management serve?
The firm's name and structure suggest it focuses on high-net-worth individuals and families. Multi-family offices typically serve clients with investable assets in the range of $5 million to $50 million or more, though exact thresholds are not publicly confirmed.
How does Montgomery Wealth Management charge for its services?
As an RIA, Montgomery Wealth Management likely charges a fee based on a percentage of assets under management (AUM), often combined with a fixed retainer for financial planning services. Fee structures vary and are typically disclosed in the firm's Form ADV.
Where is Montgomery Wealth Management located?
The firm's headquarters location has not been publicly disclosed. It operates within the United States, consistent with its RIA registration.
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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