MONTOYA WEALTH MANAGEMENT

Overview

Montoya Wealth Management is an independent, owner-operated registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm provides ongoing financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly and fixed fees. Investment activity shows a clear tilt toward public equities as the primary allocation, with manager selection and third-party fund use limited but targeted where alternatives add diversification. Montoya does not identify as an active ESG investor and operates on a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices