MONTGOMERY WEALTH MANAGEMENT, LLC

Overview

Montgomery Wealth Management, LLC is an independent RIA operating as a limited liability company focused on individual and family clients. The firm charges fees based on a percentage of assets under management and combines financial planning with portfolio management for individuals and small businesses. It also operates as an insurance broker and incorporates annuity solutions into client plans when appropriate. Investment practice favors pooled public funds—mutual funds serve as the primary building blocks of client portfolios—while the firm supplements those allocations with selected alternative exposures and insurance-wrapped products. Montgomery Wealth Management is not positioned as a capital allocator or pension consultant; it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices