Montag

CRD 105756 · Atlanta, GA · $3.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105756
SEC number: 801-17671
Firm type: RIA
Assets under management: $3.0B as of Mar 16, 2026
Website: twitter.com/MONTAGWEALTH ↗
Phone: 404-522-5774
Address: 200 Galleria Parkway, Atlanta, GA, 30339

Advisors at this firm

9 in our index · page 1 of 1

Amy Leigh CarcioneCRD 4156253 · Atlanta, GA

IA Registered
Helen Morgan DonahueCRD 2157189 · Atlanta, GA

IA Registered
Thomas Jackson KeenanCRD 6257540 · Atlanta, GA

IA RegisteredRegistration inactive
Olga Vladimirovna LeeCRD 5698127 · Atlanta, GA

IA Registered
Lawrence Evan MendelCRD 1270958 · Atlanta, GA

IA Registered
Christine R QuillianCRD 5156425 · Atlanta, GA

IA Registered
Kenneth Wade ShawCRD 2376652 · Atlanta, GA

IA Registered
Hong-Tsun SimonCRD 4869983 · Atlanta, GA

IA Registered
Brendan James WagnerCRD 3253396 · Atlanta, GA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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