SEC Form ADV

MONTZ HARCUS WEALTH MANAGEMENT

Registered Investment AdviserLA
$876.3M
Assets Under Management
20
Total Clients
10
Employees
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Registration Details

Accession
crd-301963
Location
NEW ORLEANS, LA
Filing Date
June 2, 2026
AUM
$876.3M
Total Clients
20
Institutional Clients
13
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MONTZ HARCUS WEALTH MANAGEMENT is a registered investment adviser headquartered in NEW ORLEANS, LA, managing approximately $876.3M in assets across 20 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.