MONTIS FINANCIAL, LLC
CRD #163986 SEC #801-76534 WALTHAM, MA 781-541-5057
SEC Registered
Total AUM
$1B
Discretionary
$971.6M
Employees
26
Clients
--
Accounts
1,937
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELESSERT, CHRISTIANE, SHIELDS | I | CHAIRMAN | NA | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | CHAIRMAN | NA | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | CHAIRMAN | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| DONAHOE, TUCKER, PATRICK | I | MANAGING PARTNER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLLMER, DENNIS, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KETRI, ADRIAN, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KETRI, ADRIAN, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KETRI, ADRIAN, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ULLMAN, JONATHAN, M | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| WEEDEN, JUDY, TO | I | CHIEF OPERATING OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| YANCHEK, JOHN, MICHAEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| MONTIS HOLDCO, LLC | DE | PARENT COMPANY | E | Control |
| DALTO, CHRISTOPHER, JON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | D | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DALTO, CHRISTOPHER, JON | I | MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | CHAIRMAN | C | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | C | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | C | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | C | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | C | Control |
| COWENHOVEN, PETER, SHAW | I | VICE-PRESIDENT | B | Control |
| COWENHOVEN, PETER, SHAW | I | MEMBER & VICE-PRESIDENT | B | Control |
| COWENHOVEN, PETER, SHAW | I | MEMBER & VICE-PRESIDENT | B | Control |
| COWENHOVEN, PETER, SHAW | I | MEMBER & VICE-PRESIDENT | B | Control |
| COWENHOVEN, PETER, SHAW | I | MEMBER & VICE-PRESIDENT | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
| DELESSERT, CHRISTIANE, SHIELDS | I | MEMBER & CHAIRMAN | B | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (22)
AL CA CO CT DC FL ID LA MA MD ME MI NC NH NY OH OR PA SC TX VA VT
Address
230 THIRD AVENUEFLOOR 5
WALTHAM, MA 02451
United States
Phone: 781-541-5057