N
Northmont Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,885,810
Total clients
41
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$558,190
About
Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, overseeing roughly 41 client relationships and about $22.9 million in assets. The firm operates as a solo advisory practice that documents client goals in individualized Investment Policy Statements and offers portfolio oversight alongside hourly or fixed‑fee financial planning engagements.
The firm’s investment approach emphasizes fundamental analysis and predominantly passive strategies implemented through mutual funds, ETFs, equities and fixed income, while also employing long‑term and occasional short‑term trading as appropriate. NWM accepts a broad set of instruments—including REITs, hedge funds, private placements and other alternatives—and typically seeks discretionary authority to implement the client’s documented risk and allocation profile.
What is distinctive is the firm’s affiliation with a related investment adviser that sponsors and serves as general partner to two private fund‑of‑funds; clients may be solicited to invest in those related private funds. That affiliation and the related custody of pooled vehicles (with annual audited financial statements) create a potential conflict of interest that the firm discloses it will manage consistent with its fiduciary responsibilities.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Wealth management
Fee options
$1,000 fixed fee for financial planning
1.00% annually
$500 per hour
Main office location
Northmont Wealth Management LLC
West Hartford CT, United States
Number of offices
1
Most active in
Northmont Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Massachusetts · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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