Updated:
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 regulatory...
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 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.
How does MONTHIE WEALTH ADVISORS source proprietary deal flow?
Given the lack of public information, it is unknown how MONTHIE WEALTH ADVISORS sources deals. The firm may rely on client referrals or external networks, but no sourcing model has been disclosed.
Is MONTHIE WEALTH ADVISORS structured as a single family office or does it operate more like an asset manager?
MONTHIE WEALTH ADVISORS is registered as a regulated investment advisor, suggesting a multi-client structure. However, its exact classification—whether single-family office, multi-family office, or wealth management firm—is not confirmed by public sources.
Does MONTHIE WEALTH ADVISORS participate in fund commitments or only direct deals?
No public information indicates whether MONTHIE WEALTH ADVISORS makes fund commitments, direct investments, or uses other vehicles. The firm's investment approach is not documented.
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.
Where does the underlying wealth come from?
The origin of wealth managed by MONTHIE WEALTH ADVISORS is not disclosed. No family, individual, or institutional client base has been publicly identified.
What is MONTHIE WEALTH ADVISORS's known posture on co-investments alongside external GPs?
No evidence exists of MONTHIE WEALTH ADVISORS participating in co-investments. The firm's co-investment activity, if any, is not a matter of public record.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: