Adviser Profile
| As of Date | 10/15/2026 |
| Registration status | Registration Changed to MONT WEALTH MANAGEMENT, LLC |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 32,498 |
| of that, discretionary | 32,498 |
| Number of Employees | 4 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,125 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds