Montz Harcus Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

301963

SEC number

801-115292

Firm type

RIA

Assets under management

$876.3M as of Jun 2, 2026

Website

www.montzharcus.com ↗

Phone

504-488-3700

Address

610 City Park Avenue, New Orleans, LA, 70119

Advisors at this firm

6 in our index · page 1 of 1

• Mary Elizabeth BrownCRD 5281184 · Daphne, AL
  IA RegisteredRegistration inactive
• Morell S CraneCRD 6027482 · New Orleans, LA
  IA RegisteredRegistration inactive
• Bennett Lyle DuffyCRD 7021890 · New Orleans, LA
  IA RegisteredRegistration inactive
• Alexander Bruce HarcusCRD 6321832 · New Orleans, LA
  IA RegisteredBroker
• Christine Champagne MontzCRD 3100135 · New Orleans, LA
  IA RegisteredBroker
• Joseph Charles MontzCRD 1656101 · New Orleans, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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