Montoya Wealth Management

Montoya Wealth Management (CRD# 285039) is a financial advisory firm headquartered in Prescott, AZ. They manage $29,218,705 in 296 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $98,712
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AZ, TX

Financial Advisors at Montoya Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Brandon J. Montoya
CRD#: 6155790
2069 Willow Creek Road, Prescott, AZ 86301

Brandon Montoya (CRD# 6155790) is an Investment Advisor Representative working at Montoya Wealth Management in Prescott, AZ and has over 10 years of experience in the finance industry.

2
Erica E. Ryberg
CRD#: 6697964
2069 Willow Creek Road, Prescott, AZ 86301

Erica Ryberg (CRD# 6697964) is an Investment Advisor Representative working at Montoya Wealth Management in Prescott, AZ and has over 7 years of experience in the finance industry.

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