Montz Harcus Wealth Management LLC


Assets, Funds, Holdings

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Montz Harcus Wealth Management LLC
CRD #301963
SEC #801-115292
AUM $346.5 MM (87% Disc, 100% US, 2020-03-19)
Employees6 (100% Investors, 33% Brokers)
Address610 City Park Avenue
New Orleans, LA 70119
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Epic Wealth Management
CA 0.3
Collaborative Wealth Management Inc
FL 0.3
in on Capital Advisors LLC
FL 0.3
Sentinus LLC
IL 0.3
White Lighthouse Investment Management Inc
MA 0.3
Mkraus & Company
VT 0.3
Essex LLC
IL 0.3
Northwest Financial Services Inc
IN 0.3
Cypress Capital Partners LLC
IL 0.3
Karpas Strategies LLC
NY 0.3
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