RIA Intel›Advisers›Montana›MONTEITH WEALTH, LLC.

MONTEITH WEALTH, LLC.

Advisory

BOZEMAN, MT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MT

#32

of 36 advisers by AUM

Average account

$297K

across 248 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK, MT, OR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

90 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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