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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| MONTZ, CHRISTINE, CHAMPAGNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| HARCUS, ALEXANDER, BRUCE | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (6)
CA FL LA MS TN TX
Address
610 CITY PARK AVENUENEW ORLEANS, LA 70119
United States
Phone: 504-488-3700