Northmont Wealth Management LLC

Overview

Northmont Wealth Management LLC is an independent registered investment adviser that focuses on serving individuals and families with financial planning and discretionary portfolio management. The firm leans toward equity-centered portfolios, using exchange-traded equities as its primary allocation vehicle. Its advisory model combines ongoing portfolio management with planning work billed either as a percentage of assets under management, hourly engagements, or fixed-fee arrangements. The firm’s activity centers on direct management of client portfolios rather than large-scale capital allocation or institutional mandates. Northmont Wealth Management LLC lists portfolio management for individuals and small businesses as core offerings and does not identify as an active ESG investor. Its operating footprint is modest, which aligns with a hands-on, relationship-driven service model typical of small independent RIAs.

Assets & Accounts

Public Holdings

Location & Offices