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MONTZ HARCUS WEALTH MANAGEMENT LLC

dba MONTZ HARCUS WEALTH MANAGEMENT · CRD 301963 · Registered Investment Adviser

MONTZ HARCUS WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in NEW ORLEANS, LA. The firm reports $876,333,177 in regulatory assets under management across 1,531 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$794,575,177
Non-discretionary$81,758,000
Total RAUM$876,333,177
Accounts1,531

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 301963. adviserinfo.sec.gov/firm/summary/301963.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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