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Montgomery Wealth Management, LLC

Montgomery Wealth Management, LLC. CRD 173968

Montgomery Wealth Management, LLC logo

CRD: 173968

Montgomery Wealth Management, LLC

Pagosa Springs, CO, 81147
2816842245
www.montgomerywealth.net
$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
ZenithOptima ember
Established Date
02-20-2015
Office Locations
1

Office Locations

123 N. 15th Street Pagosa Springs CO

About Montgomery Wealth Management, LLC

Montgomery Wealth Management is a Pagosa Springs, CO RIA led by CIO Curt Pouyer. The firm builds personalized portfolios that start with a comprehensive financial plan, allocating across stocks, ETFs/ETNs and mutual funds based on income goals, tax needs and risk tolerance. Services include ongoing asset management, financial and investment planning, and insurance/annuities guidance, including support for women in transition. Fiduciary-standard advisor; custody via Charles Schwab.

Team overview

-- AVG AGE
$21.8M AVG AUM / ADVISOR
$474.2K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Beacon Matrix delta Prime quantum

Client Personas

North ember Glacier value

Custodian

Ember Value Signal

Investment Themes

Value Foundation delta Unison Capital atlas

Investment Vehicles

Delta Beacon

Services

Frontier frontier Harbor Vertex foundation Capital pioneer Pathway Ridge delta Meridian Crest Zenith radial Insight value Horizon horizon Matrix momentum

Technology

Glacier Catalyst signal

Owner & Executives

C

CURTIS JOSEPH POUYER

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#6100446
Ownership
75% or more
(769) 935-9961
foundation.momentum@vitalcapital.com
in linkedin.com/in/glacier-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $21,815,492 --
Non-Discretionary $0 --
Total $21,815,492 --

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Separately Managed Accounts

Total SMA Asset: $21,815,492

$21.8M Total SMA
Public Funds:
56.4%
Cash:
43.6%
Asset class Assets Assets %
Public Funds $1,136,309,594 56.4%
Cash $878,423,728 43.6%
Total $2,014,733,322 100.0%

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