MONTEITH WEALTH

MONTEITH WEALTH of BOZEMAN, MT is an SEC-registered investment adviser (CRD 308179). Regulatory assets under management: $73.7M.

Registration

• CRD: 308179
• Type: Registered investment adviser
• Location: 517 S 22ND AVE., SUITE 4, BOZEMAN, MT, 59718
• Phone: 406-613-7575
• Latest filing: 2026-03-26
• Regulatory AUM: $73.7M
• Discretionary AUM: $73.7M
• Clients: 6
• Accounts: 248

Business model

Compensation: % of AUM.

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 308179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search