EXCLUSIVE RESOURCE MANAGEMENT LLC
Legal name: MONTHIE WEALTH ADVISORS
CRD #321076 SEC #801-130618 LATHAM, NY 518-786-3534
SEC Registered
Total AUM
$55.3M
Discretionary
$55.3M
Employees
2
Clients
0
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $55.3M | $55.3M | $0 | 2 | 0 |
| Jul 2024 | $29.4M | $29.4M | $0 | 2 | 0 |
| Jun 2024 | $29.4M | $29.4M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees2
Clients0