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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Ridge atlasMatrix
- Established Date
- 09-14-2016
- Office Locations
- 1
Office Locations
About Montoya Wealth Management
Montoya Wealth Management is a fee-only, fiduciary RIA in Prescott, AZ led by portfolio manager Brandon Montoya and co-founder Erica Ryberg. The firm delivers end-to-end financial planning (e.g., retirement, budgeting, debt management) alongside customized portfolio management with independent, commission-free security selection emphasizing broad diversification and low internal fees. Tech stack includes Blueleaf reporting and RightCapital planning; $1.5M minimum.
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Owner & Executives
BRANDON JOE MONTOYA
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #6155790
- Ownership
- 50% but less than 75%
Erica Elizabeth Ryberg
Financial Planner, Managing Member
- CRD
- #6697964
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,730,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,730,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,730,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $463,762,115 | 16.4% |
| Sovereign Bonds | $460,934,297 | 16.3% |
| Cash | $520,318,471 | 18.4% |
| Public Funds | $1,382,802,892 | 48.9% |
| Total | $2,827,817,775 | 100.0% |