MONTGOMERY WEALTH MANAGEMENT, LLC

MONTGOMERY WEALTH MANAGEMENT, LLC of PAGOSA SPRINGS, CO is an SEC-registered investment adviser (CRD 173968). Regulatory assets under management: $21.8M.

Registration

• CRD: 173968
• Type: Registered investment adviser
• Location: 123 N. 15TH STREET, PAGOSA SPRINGS, CO, 81147
• Phone: 281-684-2245
• Latest filing: 2026-01-05
• Regulatory AUM: $21.8M
• Discretionary AUM: $21.8M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search