Wealth Manager
    SEC Registered
    Manages Private Funds

    Montz Harcus Wealth Management

    Registered investment advisor · New Orleans, Louisiana · CRD #301963

    Assets Under Management
    $876M
    Client Accounts
    1,531
    Employees
    9
    CRD Number
    301963
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Montz Harcus Wealth Management

    Montz Harcus Wealth Management is a financial advisory firm based in New Orleans, offering investment and wealth management services to high net worth clients. It is registered with the SEC and uses Charles Schwab & Co, Inc. and Purshe Kaplan Sterling Investments for securities. Established in 2019.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Montz Harcus Wealth Management's AUM?

    Montz Harcus Wealth Management reports approximately $876M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Montz Harcus Wealth Management headquartered?

    Montz Harcus Wealth Management is headquartered in New Orleans, Louisiana.

    What is Montz Harcus Wealth Management's CRD number?

    Montz Harcus Wealth Management's CRD number is 301963. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Montz Harcus Wealth Management manage?

    Montz Harcus Wealth Management manages approximately 1,531 client accounts according to its latest SEC filing.

    Is Montz Harcus Wealth Management SEC registered?

    Yes, Montz Harcus Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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