MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 301963). Regulatory assets under management: $876.3M.

Registration

• CRD: 301963
• SEC file number: 801-115292
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301963 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search