Trustee · Pacific Wealth Management
Montana R. Kuntz
CRD 7711458 · Named on Form ADV at one SEC-registered adviser
At a glance
Pacific Wealth Management, an SEC-registered wealth manager based in SAN Diego, CA with $372 million in regulatory assets, lists Montana R. Kuntz on its Form ADV as Trustee, a control person.
Firms and roles
- Pacific Wealth ManagementTrusteeWealth manager · SAN Diego, CA · $372M in regulatory assets
AtlasMembers
Montana’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
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- 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
- Justin C. KuntzManaging Member, Pacific Wealth Management
- Maryam P. AnayaChief Compliance Officer, Operations Manager, Pacific 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 Montana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.