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Montana Rae Kuntz

TrusteePacific Wealth Management, LLCCRD 7711458

About Montana Rae Kuntz

Montana Rae Kuntz is listed as Trustee at Pacific Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Pacific Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Montana Rae Kuntz work?

Montana Rae Kuntz is listed as Trustee at Pacific Wealth Management, LLC on SEC Form ADV.

How much of Pacific Wealth Management, LLC does Montana Rae Kuntz own?

Form ADV reports a beneficial ownership band of 50-75%.

Pacific Wealth Management, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2023