Montz Harcus Wealth Management

Overview

Montz Harcus Wealth Management is an SEC registered investment adviser based in New Orleans, LA, registered since 2019. It reports $876M in assets under management across 1,531 accounts, with 10 employees. It has 6 investment adviser representatives.

Reported AUM

$876M

Discretionary

91%

Accounts

1,531

Average account

$572K

Employees

10

Advisory reps

6

Registered since

2019

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Christine Champagne Montz Managing Member, President CRD 3100135
• Alexander Bruce Harcus Member, Vice President, Chief Compliance Officer CRD 6321832

Advisory reps 3 of 6

• Mary Elizabeth Brown Insurance Agent · Investment Adviser Rep CRD 5281184
• Morell Spencer Crane III Insurance Agent · Investment Adviser Rep CRD 6027482
• Bennett Lyle Duffy Investment Adviser Rep CRD 7021890

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

610 City Park Ave
New Orleans, LA 70119

County

Orleans

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: montzharcus.com

Every state, with registration dates

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