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MONTGOMERY WEALTH MANAGEMENT, LLC
CRD 173968
123 N. 15TH STREET, PAGOSA SPRINGS, CO, 81147, United States
Phone
281-684-2245
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.8M
Discretionary AUM
$21.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $9.1M |
| High net worth individuals | 9 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD