Investment adviser · CRD 299231

MONTGOMERY WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MORRISTOWN, NJ, United States · Form ADV filed Jun 13, 2019

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 13, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

360 MT. KEMBLE AVENUE
MORRISTOWN, NJ, 07960, United States

CRD 299231

Filing source

Form ADV 1324977 · Jun 13, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.