MONTEITH WEALTH

Overview

Monteith Wealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory focus centers on financial planning and portfolio management for individuals and small businesses. Its business activity listing as an accountant suggests the practice integrates tax or accounting considerations into client planning, which likely influences portfolio construction and cashflow planning. Investment activity is concentrated in professionally managed public funds and mutual funds, with discretionary management across client accounts. The firm is not positioned as a capital allocator or a multi-state pension consultant and does not identify as an active ESG investor. Given its size and client base, Monteith Wealth appears to prioritize model-driven or fund-centered solutions rather than bespoke direct private-market sponsorships.

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Public Holdings

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Location & Offices