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Montz Harcus Wealth Management LLC

● SEC registered since 2019CRD 301963SEC# 801-115292New Orleans, LA
Export (members)
Reg. AUM
$713.7M
Employees
9
Accounts
1,332
Location
New Orleans, LA

Montz Harcus Wealth Management LLC assets under management

Montz Harcus Wealth Management LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 2019. It reports $713.7 million in regulatory assets under management and employs 9 people.
www.montzharcus.comView on SEC.gov ↗

Montz Harcus Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexander Bruce Harcus ControlMember/Vice President/Chief Compliance Officer10-25%2019
Christine Champagne Montz ControlManaging Member/PresidentOver 75%2019

Frequently asked questions

How much does Montz Harcus Wealth Management LLC manage?

Montz Harcus Wealth Management LLC reports $713.7 million in regulatory assets under management on its Form ADV.

How many employees does Montz Harcus Wealth Management LLC have?

Montz Harcus Wealth Management LLC reports 9 employees.

Where is Montz Harcus Wealth Management LLC located?

Montz Harcus Wealth Management LLC is based in New Orleans, LA and has been SEC-registered since 2019.

Does Montz Harcus Wealth Management LLC disclose fund performance?

Montz Harcus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address610 City Park Avenue, New Orleans, LA 70119
Phone504-488-3700
Fax504-483-0398
Office hours8a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$645.5M
Non-discretionary$68.2M
Total (RAUM)$713.7M