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MONTHIE WEALTH ADVISORS
Monthie Wealth Advisors is an SEC-registered investment adviser in Latham, NY, registered since 2024. The firm manages approximately $71 million in...
Overview
Monthie Wealth Advisors is an SEC-registered investment adviser in Latham, NY, registered since 2024. The firm manages approximately $71 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at MONTHIE WEALTH ADVISORS?
Public records do not name any principals, executives, or investment committee members at MONTHIE WEALTH ADVISORS. No individual has been identified in media reports or regulatory filings as leading its investment decisions.
What investment stages does MONTHIE WEALTH ADVISORS typically target?
There is no publicly available data on the investment stage targeting of MONTHIE WEALTH ADVISORS. The firm's strategy—whether focused on early-stage, growth, or mature assets—is unknown.
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