MONTGOMERY WEALTH ADVISORS

MONTGOMERY WEALTH ADVISORS is an SEC-registered investment adviser (CRD 269932). Regulatory assets under management: $16.4M.

Registration

• CRD: 269932
• Type: Registered investment adviser
• Phone: 318-299-5932
• Latest filing: 2026-03-31
• Regulatory AUM: $16.4M
• Discretionary AUM: $16.4M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269932 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search