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MONTIS FINANCIAL, LLC

WALTHAM, MA · CRD 163986 · IAPD ↗ · montisfinancial.com · 781-541-5057

$1.26BRegulatory AUM
16Advisory reps
26Employees
0Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
July 2025 — MONTIS FINANCIAL, LLC notice-filed in LA, MI, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — MONTIS FINANCIAL, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — MONTIS FINANCIAL, LLC notice-filed in CO, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MONTIS FINANCIAL, LLC added office(s): 0 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — MONTIS FINANCIAL, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — MONTIS FINANCIAL, LLC grew from 10 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — MONTIS FINANCIAL, LLC crossed $1B in regulatory AUM ($638.8M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — MONTIS FINANCIAL, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.