RIA Intel›Advisers›Massachusetts›MONTIS FINANCIAL, LLC

MONTIS FINANCIAL, LLC

Advisory

N·WALTHAM, MA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+2.9%

3-Year CAGR

-1.0%

Employees

16

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.2B

Non-Discretionary AUM$41M

Discretionary %96.7%

Total Clients541

Team

Total Employees16

Investment Advisers26

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record38

First FilingAug 23, 2012

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONTIS FINANCIAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.