MONTOYA WEALTH MANAGEMENT

MONTOYA WEALTH MANAGEMENT of PRESCOTT, AZ is an SEC-registered investment adviser (CRD 285039). Regulatory assets under management: $71.7M.

Registration

• CRD: 285039
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285039 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search