Mont Wealth Management, LLC
CRD 340142SEC# 801-137503Seattle, WA
No longer SEC-registered. Mont Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$32K
Employees
4
Accounts
4
Location
Seattle, WA
Mont Wealth Management, LLC assets under management
Mont Wealth Management, LLC operates as an SEC-registered investment adviser based in Seattle, WA. It reports $32,498 in regulatory assets under management and employs 4 people.
Mont Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mont Ai, Inc. Control | Direct Owner | Over 75% | 2026 |
| Prashant Prabhu Control | Founder, Ceo | Under 5% | 2026 |
| Richard Leeway Chen Control | Cco | Under 5% | 2026 |
| Prashant Prabhu Control | Founder/Ceo | Over 75% | 2026 |
Frequently asked questions
How much does Mont Wealth Management, LLC manage?
Mont Wealth Management, LLC reports $32,498 in regulatory assets under management on its Form ADV.
How many employees does Mont Wealth Management, LLC have?
Mont Wealth Management, LLC reports 4 employees.
Where is Mont Wealth Management, LLC located?
Mont Wealth Management, LLC is based in Seattle, WA.
Does Mont Wealth Management, LLC disclose fund performance?
Mont Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4311 11th Avenue NE, Suite 500, Office 507, Seattle, WA 98105 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$32Kregulatory AUM
Discretionary $32K