# Montgomery Wealth Management

Montgomery Wealth Management is a Multi Family Office based in Pagosa Springs, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Pagosa Springs, United States
- **Region:** North America
- **Address:** Unknown, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 173968
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173968

## About

MONTGOMERY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in PAGOSA SPRINGS, CO. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management
- Estate Planning

## Questions

### 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.

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Last updated: 2026-07-06T01:24:21.606Z

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