Monthie Wealth Advisors

CRD 321076 · Latham, NY · $71.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 321076
SEC number: 801-130618
Firm type: RIA
Assets under management: $71.1M as of Mar 12, 2026
Website: Not yet retrieved from the source record
Phone: 518-786-3534
Address: 623 New Loudon Road, Latham, NY, 12110

Advisors at this firm

2 in our index · page 1 of 1

Phillip Joseph MonthieCRD 6361297 · Latham, NY

IA Registered
Stephen Paul MonthieCRD 7518764 · Latham, NY

IA Registered

Source & corrections

Where this page comes from

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