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MONTHIE WEALTH ADVISORS
EXCLUSIVE RESOURCE MANAGEMENT LLC
CRD 321076 · SEC 801-130618
623 NEW LOUDON ROAD, LATHAM, NY, 12110, United States
Phone
518-786-3534
Fax
(518) 690-1512
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.1M
Discretionary AUM
$71.1M
Team
2 total employees; 2 advisory reps; 115 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $34.8M |
| High net worth individuals | 40 | $36.3M |
States served
NY
Official SEC filing: View on IAPD