Montz Harcus Wealth Management is a wealth manager based in New Orleans, United States, founded in 2019. Verified contact details, AUM data, and investment preferences on FindLPs.
Montz Harcus Wealth Management is a comprehensive financial services firm providing financial planning and wealth management solutions to high net worth clients across the country. We expertly serve our clients with over 125 years of combined experience in financial management solutions.At Montz Harcus, we offer objective financial advice tailored to each client’s personal needs.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.