Montgomery Wealth Management, LLC

Montgomery Wealth Management, LLC (CRD# 173968) is a financial advisory firm headquartered in Pagosa Springs, CO. They manage $9,360,000 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $275,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Montgomery Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Curtis J. Pouyer
CRD#: 6100446
100 Country Center Drive Suite I, Pagosa Springs, CO 81147

Curtis Pouyer (CRD# 6100446) is an Investment Advisor Representative working at Montgomery Wealth Management, LLC in Pagosa Springs, CO and has over 11 years of experience in the finance industry.

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