MONTZ HARCUS WEALTH MANAGEMENT LLC
Legal name: MONTZ HARCUS WEALTH MANAGEMENT
CRD #301963 SEC #801-115292 NEW ORLEANS, LA 504-488-3700
SEC Registered
Total AUM
$713.7M
Discretionary
$645.5M
Employees
9
Clients
101
Accounts
1,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $713.7M | $645.5M | $68.2M | 9 | 10 |
| Oct 2024 | $563.8M | $518.9M | $44.9M | 7 | 10 |
| Apr 2024 | $563.8M | $518.9M | $44.9M | 7 | 10 |
| Mar 2024 | $563.8M | $518.9M | $44.9M | 7 | 10 |
| Feb 2024 | $450.6M | $419M | $31.6M | 9 | 10 |
| Jan 2024 | $450.6M | $419M | $31.6M | 6 | 10 |
| Dec 2023 | $450.6M | $419M | $31.6M | 6 | 10 |
| Aug 2023 | $450.6M | $419M | $31.6M | 7 | 10 |
| Mar 2023 | $450.6M | $419M | $31.6M | 7 | 10 |
| Jul 2022 | $537.7M | $466M | $71.7M | 7 | 10 |
| Mar 2022 | $537.7M | $466M | $71.7M | 6 | 10 |
| Jan 2022 | $436.4M | $376.7M | $59.7M | 5 | 0 |
| Nov 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Sep 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Jul 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Jul 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Jul 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Feb 2021 | $436.4M | $376.7M | $59.7M | 6 | 0 |
| Oct 2020 | $346.5M | $302.4M | $44.2M | 6 | 0 |
| Sep 2020 | $346.5M | $302.4M | $44.2M | 5 | 0 |
| Jul 2020 | $346.5M | $302.4M | $44.2M | 6 | 0 |
| Jun 2020 | $346.5M | $302.4M | $44.2M | 6 | 0 |
| Mar 2020 | $346.5M | $302.4M | $44.2M | 6 | 0 |
| Nov 2019 | $271.3M | $230.7M | $40.6M | 6 | 0 |
| Nov 2019 | $271.3M | $230.7M | $40.6M | 5 | 0 |
| Sep 2019 | $271.3M | $230.7M | $40.6M | 4 | 0 |
| Aug 2019 | $271.3M | $230.7M | $40.6M | 4 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
| Jun 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
| Apr 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$713.7M
Discretionary$645.5M
Non-Disc.$68.2M
Employees9
Clients10
DateOct 2024
Total AUM$563.8M
Discretionary$518.9M
Non-Disc.$44.9M
Employees7
Clients10
DateApr 2024
Total AUM$563.8M
Discretionary$518.9M
Non-Disc.$44.9M
Employees7
Clients10
DateMar 2024
Total AUM$563.8M
Discretionary$518.9M
Non-Disc.$44.9M
Employees7
Clients10
DateFeb 2024
Total AUM$450.6M
Discretionary$419M
Non-Disc.$31.6M
Employees9
Clients10
DateJan 2024
Total AUM$450.6M
Discretionary$419M
Non-Disc.$31.6M
Employees6
Clients10
DateDec 2023
Total AUM$450.6M
Discretionary$419M
Non-Disc.$31.6M
Employees6
Clients10
DateAug 2023
Total AUM$450.6M
Discretionary$419M
Non-Disc.$31.6M
Employees7
Clients10
DateMar 2023
Total AUM$450.6M
Discretionary$419M
Non-Disc.$31.6M
Employees7
Clients10
DateJul 2022
Total AUM$537.7M
Discretionary$466M
Non-Disc.$71.7M
Employees7
Clients10
DateMar 2022
Total AUM$537.7M
Discretionary$466M
Non-Disc.$71.7M
Employees6
Clients10
DateJan 2022
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees5
Clients0
DateNov 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateSep 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateJul 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateJul 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateJul 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateFeb 2021
Total AUM$436.4M
Discretionary$376.7M
Non-Disc.$59.7M
Employees6
Clients0
DateOct 2020
Total AUM$346.5M
Discretionary$302.4M
Non-Disc.$44.2M
Employees6
Clients0
DateSep 2020
Total AUM$346.5M
Discretionary$302.4M
Non-Disc.$44.2M
Employees5
Clients0
DateJul 2020
Total AUM$346.5M
Discretionary$302.4M
Non-Disc.$44.2M
Employees6
Clients0
DateJun 2020
Total AUM$346.5M
Discretionary$302.4M
Non-Disc.$44.2M
Employees6
Clients0
DateMar 2020
Total AUM$346.5M
Discretionary$302.4M
Non-Disc.$44.2M
Employees6
Clients0
DateNov 2019
Total AUM$271.3M
Discretionary$230.7M
Non-Disc.$40.6M
Employees6
Clients0
DateNov 2019
Total AUM$271.3M
Discretionary$230.7M
Non-Disc.$40.6M
Employees5
Clients0
DateSep 2019
Total AUM$271.3M
Discretionary$230.7M
Non-Disc.$40.6M
Employees4
Clients0
DateAug 2019
Total AUM$271.3M
Discretionary$230.7M
Non-Disc.$40.6M
Employees4
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0