Montgomery Wealth Advisors

Overview

Montgomery Wealth Advisors is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing investment management relationships and project-based planning work. Investment activity centers on pooled public funds as the core building block for client portfolios, supplemented by an allocation program that sources third‑party managers for less-liquid strategies. Montgomery Wealth Advisors acts as a capital allocator: it uses outside fund managers for alternative exposures and relies on third-party expertise where specialized strategies are required. The firm is not positioned as an active ESG investor and is structured to manage assets on a principally discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices