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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2020
- Office Locations
- 1
Office Locations
About Monteith Wealth
Monteith Wealth, LLC is a fee-only advisory firm led by CPA and CFP professionals, pairing tax preparation/planning with investment management and financial planning for individuals and business owners nationwide, including retirees and those building toward retirement. Portfolios emphasize publicly traded funds (mutual funds/ETFs) and risk-managed allocation, with custody at Charles Schwab.
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Owner & Executives
JACK DONALD MONTEITH
Certified Financial Planner, Managing Member
- CRD
- #2279282
- Ownership
- 50% but less than 75%
Mike Ray Monteith
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6814440
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,708,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,708,347 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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