# MONTIS FINANCIAL, LLC

MONTIS FINANCIAL, LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 163986
- Type: SEC-registered investment adviser
- SEC file number: 801-76534
- Location: 230 THIRD AVENUE, FLOOR 5, WALTHAM, MA, 02451
- Phone: 781-541-5057
- Latest filing: 2026-03-18
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $40.9M
- Clients: 26
- Accounts: 1,976

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| John Michael Yanchek | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Tucker Patrick Donahoe | MANAGING PARTNER | — |
| Dennis Eugene Follmer | CHIEF INVESTMENT OFFICER | — |
| Judy To Weeden | CHIEF OPERATING OFFICER | — |
| Adrian Nmn Ketri | CHIEF COMPLIANCE OFFICER | — |
| DALTO CHRISTOPHER JON | MEMBER, PRESIDENT; MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FOLLMER DENNIS EUGENE | CHIEF INVESTMENT OFFICER | — |
| COWENHOVEN PETER SHAW | MEMBER & VICE-PRESIDENT; VICE-PRESIDENT | — |
| DELESSERT CHRISTIANE SHIELDS | CHAIRMAN; MEMBER & CHAIRMAN | — |
| ULLMAN JON M | VICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| YANCHEK JOHN MICHAEL | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| DONAHOE TUCKER PATRICK | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163986/similar
- Related entities: https://search.stillhousedata.com/firm/163986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163986

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.