MONTZ HARCUS WEALTH MANAGEMENT LLC
Doing business as MONTZ HARCUS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$876,333,177
Discretionary
$794,575,177
Non-discretionary
$81,758,000
Firm details
- CRD number
- 301963
- SEC file number
- 801-115292
- Main office
- NEW ORLEANS, LA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://www.montzharcus.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.