Monteith Wealth

Registered investment advisor · Bozeman, Montana · CRD #308179

Assets Under Management

$74M

Client Accounts

248

Employees

CRD Number

308179

Registration

STATE Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Monteith Wealth

Monteith Wealth is a registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $74M in regulatory assets across 248 client accounts. The firm's full regulatory record is filed with the SEC under CRD #308179.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Monteith Wealth

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Frequently Asked Questions

What is Monteith Wealth's AUM?

Monteith Wealth reports approximately $74M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Monteith Wealth headquartered?

Monteith Wealth is headquartered in Bozeman, Montana.

What is Monteith Wealth's CRD number?

Monteith Wealth's CRD number is 308179. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.