Montis Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated March 18, 2026, reports $1.3B in regulatory assets under management, 26 employees, 6 offices, and 1,976 accounts.
Assets Under Management
$1.3B
Employees
26
Offices
6 offices
Total Clients
580
Primary office
WALTHAM, MA
230 THIRD AVENUE, FLOOR 5, WALTHAM, MA, United States
Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
303
2
Individuals
47.8%
277
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 18, 2026
Discretionary96.7%
$1.2B
97% of total RAUM96.7%
Non-discretionary3.3%
$41M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,976
10Y AUM Change+$764M (+154.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee22:1
10Y Employee Change+20 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.