SEC Form ADV

MONTZ HARCUS WEALTH MANAGEMENT

Registered Investment AdviserLA
$876.3M
Assets Under Management
1,531
Total Clients
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Registration Details

Accession
CRD-301963
Location
NEW ORLEANS, LA
Filing Date
March 20, 2026
AUM
$876.3M
Total Clients
1,531
Amendment
No

About this Adviser

MONTZ HARCUS WEALTH MANAGEMENT is a registered investment adviser headquartered in NEW ORLEANS, LA, managing approximately $876.3M in assets across 1,531 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.