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).
Current Firm Details
By the Numbers
-
Total Assets Under Management29MILLION
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Total Number of Accounts296ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Montoya Wealth Management
1
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 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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