MWM provides investment advisory services only in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration. MWM is registered or notice-filed to conduct business in the following states:
Colorado, Texas and Louisiana
MWM may rely on applicable de minimis exemptions to provide advisory services in certain jurisdictions. MWM is providing services currently under the de minimis exemptions in CA and FL. Residents of other states may be able to access information on this website; however, such information is not intended as an offer to provide advisory services in any jurisdiction where MWM is not properly registered or exempt.
Additional information about Montgomery Wealth Management, including its Form ADV, is available upon request or at www.adviserinfo.sec.gov