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MONTEITH WEALTH
MONTEITH WEALTH, LLC.
CRD 308179
517 S 22ND AVE., SUITE 4, BOZEMAN, MT, 59718, United States
Phone
406-613-7575
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$73.7M
Discretionary AUM
$73.7M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $25.0M |
| High net worth individuals | 28 | $48.7M |
All web addresses on file
Official SEC filing: View on IAPD