Monthie Wealth Advisors
Monthie Wealth Advisors is an SEC-registered mass-market adviser in Latham, NY with $71.1M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Monthie Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321076, SEC 801-130618, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $71.1M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Latham, NY
- Employees
- 2
- Clients
- 115
- CRD
- 321076
- Ownership
- MONTHIE, STEPHEN, PAUL; MONTHIE, PHILLIP, JOSEPH
How much AUM does Monthie Wealth Advisors have?
Monthie Wealth Advisors reported $71.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Monthie Wealth Advisors?
Disclosed owners and executives of Monthie Wealth Advisors include MONTHIE, STEPHEN, PAUL, MONTHIE, PHILLIP, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.