Investment adviser · CRD 301963
MONTZ HARCUS WEALTH MANAGEMENT
Investment adviser filing (IA)
MONTZ HARCUS WEALTH MANAGEMENT LLC
NEW ORLEANS, LA, United States · Form ADV filed Aug 4, 2026
- Regulatory AUM
- $876M Form ADV · Item 5.F
- Client accounts
- 1,531 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 220 | $687,219,816 | 78.4% |
| Individuals | 447 | $107,092,010 | 12.2% |
| Retirement plans | 11 | $62,597,556 | 7.1% |
| Charities | Fewer than 5 | $16,195,024 | 1.8% |
| Corporations & businesses | 7 | $3,228,771 | 0.4% |
Filing source
Form ADV 2123764 · Aug 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
610 CITY PARK AVENUENEW ORLEANS, LA, 70119, United States
CRD 301963
Filing source
Form ADV 2123764 · Aug 4, 2026 · 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.