NEW ORLEANS, LACRD 301963Latest ADV March 20, 2026
Montz Harcus Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 20, 2026, reports $876M in regulatory assets under management, 9 employees, 1 office, and 1,531 accounts.
Assets Under Management
$876M
Employees
9
Offices
1 office
Total Clients
687
Primary office
NEW ORLEANS, LA
610 CITY PARK AVENUE, NEW ORLEANS, LA, United States
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
447
2
HNWI
32.0%
220
3
Pension Plans
1.6%
11
4
Corporations
1.0%
7
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$876Mas of March 20, 2026
Discretionary90.7%
$795M
91% of total RAUM90.7%
Non-discretionary9.3%
$82M
9% of total RAUM9.3%
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$876M
Total Accounts1,531
10Y AUM Change+$876M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee76:1
10Y Employee Change+6 (+200.0%)
* 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.