# MONTGOMERY WEALTH MANAGEMENT, LLC

MONTGOMERY WEALTH MANAGEMENT, LLC of MORRISTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 299231
- Type: SEC-registered investment adviser
- SEC file number: 801-114655
- Location: 360 MT. KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Phone: 833-349-6961
- Latest filing: 2019-06-13
- Clients: 1

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SHINNERS WILLIAM JAMES | MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299231/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299231/similar
- Related entities: https://search.stillhousedata.com/firm/299231/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299231

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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.