RIA Intel›Advisers›Massachusetts›NORTHMONT WEALTH MANAGEMENT LLC

NORTHMONT WEALTH MANAGEMENT LLC

Advisory

MA

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

Rank in MA
#1,333
of 1,590 advisers by AUM
Average account
$229K
across 100 accounts
AUM per adviser
$23M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$23M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL, MA, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

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CROSSROADS CAPITAL MANAGEMENT LLC
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EOS FINANCIAL PLANNING LLC
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PENFACS FINANCIAL SERVICES, INC.
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$23M
CAPITAL DEFENSE FUNDS, LLC
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$23M
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