Key facts
- MONTZ HARCUS WEALTH MANAGEMENT is a other based in NEW ORLEANS, LA.
Registered with the SEC
Form ADV · 2026-03 · CRD 301963- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 9
- Registered office
- NEW ORLEANS, LA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MONTZ HARCUS WEALTH MANAGEMENT LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for MONTZ HARCUS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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