# MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT of NEW ORLEANS, LA is an SEC-registered investment adviser.

## Registration

- CRD: 301963
- Type: SEC-registered investment adviser
- SEC file number: 801-115292
- Location: 610 CITY PARK AVENUE, NEW ORLEANS, LA, 70119
- Phone: 504-488-3700
- Latest filing: 2026-08-04
- Regulatory AUM: $876.3M
- Discretionary AUM: $794.6M
- Non-discretionary AUM: $81.8M
- Clients: 10
- Accounts: 1,531

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Christine Champagne Montz | MANAGING MEMBER/PRESIDENT | — |
| Alexander Bruce Harcus | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MONTZ CHRISTINE CHAMPAGNE | MANAGING MEMBER/PRESIDENT | — |
| HARCUS ALEXANDER BRUCE | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301963/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301963/similar
- Related entities: https://search.stillhousedata.com/firm/301963/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301963

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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.