RIA Intel›Advisers›Colorado›MONTGOMERY WEALTH MANAGEMENT, LLC

MONTGOMERY WEALTH MANAGEMENT, LLC

Advisory

PAGOSA SPRINGS, CO

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account
$352K
across 62 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
46
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

5280 WEALTH MANAGEMENT LLC
BROOMFIELD, CO
$22M
CHERRY CREEK FINANCIAL ADVISORS, INC.
$22M
BARNAI ASSET MANAGEMENT, LLC
$22M
RIEDE, TIFFANY
$21M
WINDMILLER LLC
LITTLETON, CO
$22M
SAMPLE FINANCIAL ADVISERS, LLC
FORT COLLINS, CO
$21M

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