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Managing Member/president · Montz Harcus Wealth Management

Christine C. Montz

CRD 3100135 · Named on Form ADV at one SEC-registered adviser

At a glance

Montz Harcus Wealth Management, an SEC-registered wealth manager based in New Orleans, LA with $876 million in regulatory assets, lists Christine C. Montz on its Form ADV as Managing Member/president, a control person.

Firms and roles

AtlasMembers

Christine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Alexander B. HarcusMember/vice President/chief Compliance Officer, Montz Harcus Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.