# MONTOYA WEALTH MANAGEMENT

MONTOYA WEALTH MANAGEMENT of PRESCOTT, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 285039
- Type: SEC-registered investment adviser
- Location: 2069 WILLOW CREEK ROAD, PRESCOTT, AZ, 86301
- Phone: 928-778-2370
- Latest filing: 2026-02-17
- Regulatory AUM: $71.7M
- Discretionary AUM: $71.7M
- Clients: 2
- Accounts: 262

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285039/similar
- Related entities: https://search.stillhousedata.com/firm/285039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285039

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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.