Monteith Wealth

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Client assets under management

$73,708,347

Clients

31% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$818,982

About

Monteith Wealth serves individual and high‑net‑worth clients, providing discretionary portfolio management and incidental financial planning tailored to each client's goals, time horizon, and risk tolerance. The firm documents client objectives in an Investment Policy Statement, conducts quarterly account reviews, and applies a household minimum for new accounts.

The firm's investment approach uses modern portfolio theory and a long‑term trading horizon, with portfolios built primarily from ETFs, index funds, mutual funds, equities, fixed income and, when appropriate, annuities. Monteith Wealth employs model allocations and discretionary trading authority, requires custody at Schwab Institutional, and generally provides financial planning as part of its ongoing advisory relationship rather than as a separate comprehensive written plan.

What is distinctive about Monteith Wealth is its affiliation with tax preparation, tax planning, and related accounting services offered under the same business name, a structure the firm discloses and for which it identifies potential conflicts of interest while allowing clients to obtain those services elsewhere. The firm also notes it does not accept performance‑based fees or participate in wrap programs and maintains written policies intended to allocate investment opportunities and address personal trading and soft‑dollar arrangements.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Annuities

Fee options

Percentage

$1,000 - $100,000: 1.90% $100,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - And Up: 0.70%

Other

Account minimum: $100,000

Main office location

Monteith Wealth

517 S 22 Nd Ave., Suite 4

Bozeman MT 59718, United States

Number of offices

Most active in

Alaska · Montana · Oregon · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 406-613-7575

Advisors at this firm

Mike M

CFP®, Series 65

Bozeman, MT

Monteith Wealth

Mike Monteith is a CFP® with eight years of industry experience, currently serving as an advisor at Monteith Wealth in Bozeman, MT. His prior experience includes roles at Advisory Services Network, LLC and Empirical Wealth Management. Monteith Wealth serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm employs a long-term, ETF- and index fund-based investment approach grounded in modern portfolio theory and offers tax-related and accounting services through one of its principals who is a licensed CPA.

Wealth management Passive / index investing Annuities

Jack M

CFP®, Series 63, Series 65

Bozeman, MT

Monteith Wealth

Jack Monteith is a CFP® with 33 years of industry experience and is a principal at Monteith Wealth in Bozeman, MT, where he has worked since 2017. Prior to this, he was with Empirical Wealth Management for 26 years and has operated a tax preparation and consultation business under Jack Monteith, CPA. He spends a small portion of his time providing tax advice and planning to his existing clients. Monteith Wealth serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning, with an investment approach based on modern portfolio theory and long-term trading primarily using ETFs and index funds. The firm also offers tax-related and accounting services through a licensed CPA, a feature that distinguishes it from many similar advisory firms.

Wealth management Passive / index investing Annuities

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