MONTHIE WEALTH ADVISORS

Overview

Monthie Wealth Advisors is an independent registered investment adviser that primarily serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and registered with the SEC in 2024. Ownership is held by an individual, and the business also lists accounting as a core activity and maintains industry affiliations with accounting and law firms. Investment philosophy emphasizes equities: the firm prefers exchange-traded instruments for core exposure and uses separately managed account structures to deliver customized equity allocations. Management is largely discretionary, and the firm charges a mix of percentage-of-AUM fees, hourly engagements and fixed-fee arrangements depending on client needs. Monthie Wealth Advisors does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices