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MONTOYA WEALTH MANAGEMENT
MONTOYA WEALTH MANAGEMENT GROUP LLC
CRD 285039
2069 WILLOW CREEK ROAD, PRESCOTT, AZ, 86301, United States
Phone
928-778-2370
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.7M
Discretionary AUM
$71.7M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $14.9M |
| High net worth individuals | 33 | $56.9M |
All web addresses on file
Official SEC filing: View on IAPD