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MONTZ HARCUS WEALTH MANAGEMENT
MONTZ HARCUS WEALTH MANAGEMENT LLC
CRD 301963 · SEC 801-115292
610 CITY PARK AVENUE, NEW ORLEANS, LA, 70119, United States
Phone
504-488-3700
Fax
504-483-0398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$876.3M
Discretionary AUM
$794.6M
Team
10 total employees; 6 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsPROJECT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 447 | $107.1M |
| High net worth individuals | 220 | $687.2M |
| Pension/profit sharing plans | 11 | $62.6M |
| Charitable organizations | 2 | $16.2M |
| Corporations/business entities | 7 | $3.2M |
States served
AL, CA, LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD