Active
MONTHIE WEALTH ADVISORS
Investment Advice|LATHAM, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$55.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 55.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 321076 |
| SEC Number | 801-130618 |
| Street Address | 623 NEW LOUDON ROAD |
| Location | LATHAM, NY 12110 |
| Country | United States |
| Phone | 518-786-3534 |
| Fax | (518) 690-1512 |
| Total Employees | 2 |
| Business Types | accountant |
Client Count by Type (179 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 163 |
| High Net Worth Individual… | 16 |
Community Partners
CITY OF ALBANY
CITY OF COHOES
CITY OF SCHENECTADY
CITY OF WATERVLIET
COUNTY OF ALBANY
TOWN OF BERNE
TOWN OF BETHLEHEM
TOWN OF COEYMANS
TOWN OF COLONIE
TOWN OF GREEN ISLAND
TOWN OF GUILDERLAND
TOWN OF KNOX
TOWN OF NEW SCOTLAND
TOWN OF RENSSELAERVILLE
TOWN OF ROTTERDAM
TOWN OF WESTERLO
VILLAGE OF ALTAMONT
VILLAGE OF COLONIE
VILLAGE OF GREEN ISLAND
VILLAGE OF MENANDS
CITY OF ALBANY
CITY OF COHOES
CITY OF SCHENECTADY
CITY OF WATERVLIET
COUNTY OF ALBANY
TOWN OF BERNE
TOWN OF BETHLEHEM
TOWN OF COEYMANS
TOWN OF COLONIE
TOWN OF GREEN ISLAND
TOWN OF GUILDERLAND
TOWN OF KNOX
TOWN OF NEW SCOTLAND
TOWN OF RENSSELAERVILLE
TOWN OF ROTTERDAM
TOWN OF WESTERLO
VILLAGE OF ALTAMONT
VILLAGE OF COLONIE
VILLAGE OF GREEN ISLAND
VILLAGE OF MENANDS
CITY OF ALBANY
CITY OF COHOES
CITY OF SCHENECTADY
CITY OF WATERVLIET
COUNTY OF ALBANY
TOWN OF BERNE
TOWN OF BETHLEHEM
TOWN OF COEYMANS
TOWN OF COLONIE
TOWN OF GREEN ISLAND
TOWN OF GUILDERLAND
TOWN OF KNOX
TOWN OF NEW SCOTLAND
TOWN OF RENSSELAERVILLE
TOWN OF ROTTERDAM
TOWN OF WESTERLO
VILLAGE OF ALTAMONT
VILLAGE OF COLONIE
VILLAGE OF GREEN ISLAND
VILLAGE OF MENANDS
Municipal Government
23 Active
23
Organizations
ALBANY CONVENTION CENTER AUTHORITY
ALBANY COUNTY SOIL & WATER CONSERVATION DISTRICT
ALBANY PARKING AUTHORITY
ALBANY PORT DISTRICT
ALBANY PORT DISTRICT COMMISSION
ALBANY PUBLIC LIBRARY
BERNE FIRE DISTRICT
BETHLEHEM PUBLIC LIBRARY
BOGHT COMMUNITY FIRE DISTRICT
CAPITAL DISTRICT LIBRARY COUNCIL
CAPITAL REGION TRANSPORTATION COUNCIL
COEYMANS FIRE DISTRICT
COEYMANS HOLLOW FIRE DISTRICT
DELMAR FIRE DISTRICT
ELMWOOD PARK FIRE DISTRICT
ELSMERE FIRE DISTRICT
FORT HUNTER FIRE DISTRICT
GUILDERLAND CENTER FIRE DISTRICT
GUILDERLAND FIRE DISTRICT
GUILDERLAND PUBLIC LIBRARY
ALBANY CONVENTION CENTER AUTHORITY
ALBANY COUNTY SOIL & WATER CONSERVATION DISTRICT
ALBANY PARKING AUTHORITY
ALBANY PORT DISTRICT
ALBANY PORT DISTRICT COMMISSION
ALBANY PUBLIC LIBRARY
BERNE FIRE DISTRICT
BETHLEHEM PUBLIC LIBRARY
BOGHT COMMUNITY FIRE DISTRICT
CAPITAL DISTRICT LIBRARY COUNCIL
CAPITAL REGION TRANSPORTATION COUNCIL
COEYMANS FIRE DISTRICT
COEYMANS HOLLOW FIRE DISTRICT
DELMAR FIRE DISTRICT
ELMWOOD PARK FIRE DISTRICT
ELSMERE FIRE DISTRICT
FORT HUNTER FIRE DISTRICT
GUILDERLAND CENTER FIRE DISTRICT
GUILDERLAND FIRE DISTRICT
GUILDERLAND PUBLIC LIBRARY
ALBANY CONVENTION CENTER AUTHORITY
ALBANY COUNTY SOIL & WATER CONSERVATION DISTRICT
ALBANY PARKING AUTHORITY
ALBANY PORT DISTRICT
ALBANY PORT DISTRICT COMMISSION
ALBANY PUBLIC LIBRARY
BERNE FIRE DISTRICT
BETHLEHEM PUBLIC LIBRARY
BOGHT COMMUNITY FIRE DISTRICT
CAPITAL DISTRICT LIBRARY COUNCIL
CAPITAL REGION TRANSPORTATION COUNCIL
COEYMANS FIRE DISTRICT
COEYMANS HOLLOW FIRE DISTRICT
DELMAR FIRE DISTRICT
ELMWOOD PARK FIRE DISTRICT
ELSMERE FIRE DISTRICT
FORT HUNTER FIRE DISTRICT
GUILDERLAND CENTER FIRE DISTRICT
GUILDERLAND FIRE DISTRICT
GUILDERLAND PUBLIC LIBRARY
Special District
35 Active
35
Organizations
ALBANY CITY SCHOOL DIST
ALBANY LEADERSHIP HS FOR GIRLS
BERNE KNOX-WESTERLO CENTRAL SCH DIST
BETHLEHEM CENTRAL SCH
BOARD OF COOPERATIVE EDUCATIONAL SERVICES OF ALBANY, SCHOHARIE AND SCHENECTADY COUNTIES
COHOES CITY SCH DIST
GREEN ISLAND UNION FREE SCH DIST
GUILDERLAND CENTRAL SCHOOL DISTRICT
MENANDS UNION FREE SCH DIST
NORTH COLONIE CENTRAL SCHOOL DISTRICT
RAVENA COEYMANS SELKIRK CENTRAL SCH DIST
SOUTH COLONIE CENTRAL SCH DIST
VOORHEESVILLE CENTRAL SCH
WATERVLIET CITY SCH DIST
ALBANY CITY SCHOOL DIST
ALBANY LEADERSHIP HS FOR GIRLS
BERNE KNOX-WESTERLO CENTRAL SCH DIST
BETHLEHEM CENTRAL SCH
BOARD OF COOPERATIVE EDUCATIONAL SERVICES OF ALBANY, SCHOHARIE AND SCHENECTADY COUNTIES
COHOES CITY SCH DIST
GREEN ISLAND UNION FREE SCH DIST
GUILDERLAND CENTRAL SCHOOL DISTRICT
MENANDS UNION FREE SCH DIST
NORTH COLONIE CENTRAL SCHOOL DISTRICT
RAVENA COEYMANS SELKIRK CENTRAL SCH DIST
SOUTH COLONIE CENTRAL SCH DIST
VOORHEESVILLE CENTRAL SCH
WATERVLIET CITY SCH DIST
ALBANY CITY SCHOOL DIST
ALBANY LEADERSHIP HS FOR GIRLS
BERNE KNOX-WESTERLO CENTRAL SCH DIST
BETHLEHEM CENTRAL SCH
BOARD OF COOPERATIVE EDUCATIONAL SERVICES OF ALBANY, SCHOHARIE AND SCHENECTADY COUNTIES
COHOES CITY SCH DIST
GREEN ISLAND UNION FREE SCH DIST
GUILDERLAND CENTRAL SCHOOL DISTRICT
MENANDS UNION FREE SCH DIST
NORTH COLONIE CENTRAL SCHOOL DISTRICT
RAVENA COEYMANS SELKIRK CENTRAL SCH DIST
SOUTH COLONIE CENTRAL SCH DIST
VOORHEESVILLE CENTRAL SCH
WATERVLIET CITY SCH DIST
School District
14 Active
14
Organizations
0168 MT MCGREGOR CORRECTNL FACILTY
029 CLEARWATER CHAPTER OF TROUT UNLIMITED
0808-636000 ELMIRA HOUSING AUTHORIT
0834-781400 VLG OF SKANEATELES
0865-758200 SEWANHAKA CSD-CST&MNT
0870-879801 THREE VILLAGE SD-CAFE
0882-759700 S FARMINGDALE WATER
100 SOUTH SWAN STREET REALTY CORP
101 INSURANCE PROFESSIONALS ALBANY
102 NY LOC NY ST PARK PATROLMEN-SGT
109TH COMPANY GRADE OFFICERS COUNCI
1872 NY LOC STATE FOREST RANGERS
1873 NY LOC CONSERVATION OFFICERS
1895 HILDERBRAND DAVIS POST
195 FORT EDWARD INC
201 SCHENECTADY AUX
2-1-1 NEW YORK INC
33 SPINEALIGN INC
360 WHITEHALL HOUSING DEVELOPMENT FUND
440 STATE STREET
0168 MT MCGREGOR CORRECTNL FACILTY
029 CLEARWATER CHAPTER OF TROUT UNLIMITED
0808-636000 ELMIRA HOUSING AUTHORIT
0834-781400 VLG OF SKANEATELES
0865-758200 SEWANHAKA CSD-CST&MNT
0870-879801 THREE VILLAGE SD-CAFE
0882-759700 S FARMINGDALE WATER
100 SOUTH SWAN STREET REALTY CORP
101 INSURANCE PROFESSIONALS ALBANY
102 NY LOC NY ST PARK PATROLMEN-SGT
109TH COMPANY GRADE OFFICERS COUNCI
1872 NY LOC STATE FOREST RANGERS
1873 NY LOC CONSERVATION OFFICERS
1895 HILDERBRAND DAVIS POST
195 FORT EDWARD INC
201 SCHENECTADY AUX
2-1-1 NEW YORK INC
33 SPINEALIGN INC
360 WHITEHALL HOUSING DEVELOPMENT FUND
440 STATE STREET
0168 MT MCGREGOR CORRECTNL FACILTY
029 CLEARWATER CHAPTER OF TROUT UNLIMITED
0808-636000 ELMIRA HOUSING AUTHORIT
0834-781400 VLG OF SKANEATELES
0865-758200 SEWANHAKA CSD-CST&MNT
0870-879801 THREE VILLAGE SD-CAFE
0882-759700 S FARMINGDALE WATER
100 SOUTH SWAN STREET REALTY CORP
101 INSURANCE PROFESSIONALS ALBANY
102 NY LOC NY ST PARK PATROLMEN-SGT
109TH COMPANY GRADE OFFICERS COUNCI
1872 NY LOC STATE FOREST RANGERS
1873 NY LOC CONSERVATION OFFICERS
1895 HILDERBRAND DAVIS POST
195 FORT EDWARD INC
201 SCHENECTADY AUX
2-1-1 NEW YORK INC
33 SPINEALIGN INC
360 WHITEHALL HOUSING DEVELOPMENT FUND
440 STATE STREET
Nonprofit Organization
3894 Active
3894
Organizations
Community Partners122 organizations
CITY OF WATERVLIET
Municipal Government·WATERVLIET
TOWN OF BETHLEHEM
Municipal Government·DELMAR
TOWN OF COEYMANS
Municipal Government·RAVENA
TOWN OF ROTTERDAM
Municipal Government·SCHENECTADY
TOWN OF WESTERLO
Municipal Government·WESTERLO
VILLAGE OF GREEN ISLAND
Municipal Government·GREEN ISLAND
VILLAGE OF MENANDS
Municipal Government·MENANDS
ALBANY CONVENTION CENTER AUTHORITY
Special District·ALBANY
ALBANY COUNTY SOIL & WATER CONSERVATION DISTRICT
Special District·VOORHEESVILLE
ALBANY PARKING AUTHORITY
Special District·ALBANY
ALBANY PORT DISTRICT COMMISSION
Special District·ALBANY
ALBANY PUBLIC LIBRARY
Special District·ALBANY
CAPITAL REGION TRANSPORTATION COUNCIL
Special District·ALBANY
COEYMANS FIRE DISTRICT
Special District·COEYMANS
COEYMANS HOLLOW FIRE DISTRICT
Special District·COEYMANS HOLLOW
ELMWOOD PARK FIRE DISTRICT
Special District·ALBANY
ELSMERE FIRE DISTRICT
Special District·DELMAR
GUILDERLAND FIRE DISTRICT
Special District·GUILDERLAND
KNOX FIRE DISTRICT
Special District·KNOX
MCKOWNVILLE FIRE DISTRICT
Special District·ALBANY
SLINGERLANDS FIRE DISTRICT
Special District·SLINGERLANDS
STANFORD HEIGHTS FIRE DISTRICT
Special District·SCHENECTADY
UPPER HUDSON LIBRARY SYSTEM
Special District·ALBANY
WATERVLIET HOUSING AUTH
Special District·WATERVLIET
WEST ALBANY FIRE DISTRICT
Special District·ALBANY
ALBANY LEADERSHIP HS FOR GIRLS
School District·ALBANY
BOARD OF COOPERATIVE EDUCATIONAL SERVICES OF ALBANY, SCHOHARIE AND SCHENECTADY COUNTIES
School District·ALBANY
RAVENA COEYMANS SELKIRK CENTRAL SCH DIST
School District·SELKIRK
0168 MT MCGREGOR CORRECTNL FACILTY
Nonprofit Organization·Albany
029 CLEARWATER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SCHENECTADY
0808-636000 ELMIRA HOUSING AUTHORIT
Nonprofit Organization·Albany
0834-781400 VLG OF SKANEATELES
Nonprofit Organization·Albany
0865-758200 SEWANHAKA CSD-CST&MNT
Nonprofit Organization·Albany
0870-879801 THREE VILLAGE SD-CAFE
Nonprofit Organization·Albany
0882-759700 S FARMINGDALE WATER
Nonprofit Organization·Albany
100 SOUTH SWAN STREET REALTY CORP
Nonprofit Organization·ALBANY
101 INSURANCE PROFESSIONALS ALBANY
Nonprofit Organization·Voorheesville
102 NY LOC NY ST PARK PATROLMEN-SGT
Nonprofit Organization·Albany
109TH COMPANY GRADE OFFICERS COUNCI
Nonprofit Organization·SCHENECTADY
1872 NY LOC STATE FOREST RANGERS
Nonprofit Organization·Albany
1873 NY LOC CONSERVATION OFFICERS
Nonprofit Organization·Albany
1895 HILDERBRAND DAVIS POST
Nonprofit Organization·SCHENECTADY
195 FORT EDWARD INC
Nonprofit Organization·Albany
201 SCHENECTADY AUX
Nonprofit Organization·Schenectady
2-1-1 NEW YORK INC
Nonprofit Organization·LATHAM
33 SPINEALIGN INC
Nonprofit Organization·Slingerlands
360 WHITEHALL HOUSING DEVELOPMENT FUND
Nonprofit Organization·ALBANY
440 STATE STREET
Nonprofit Organization·SCHENECTADY
4TH FAMILY INC
Nonprofit Organization·ALBANY
4 Wheeling 4 Healing Inc
Nonprofit Organization·Altamont
518 ELEVATED, INC.
Nonprofit Organization·ALBANY
518 FILM NETWORK INC
Nonprofit Organization·Albany
518 FOUNDATION
Nonprofit Organization·SCHENECTADY
58 & 64 CHESTNUT REALTY INC
Nonprofit Organization·ALBANY
820 RIVER STREET INC
Nonprofit Organization·LATHAM
911 HEALTH WATCH INC
Nonprofit Organization·ALBANY
AAU HOOP FOUNDATION INC
Nonprofit Organization·SCHENECTADY
ABBEY OF SAINT MARY THEOTOKOS INC
Nonprofit Organization·ALBANY
ABRAHAM'S BLESSING
Nonprofit Organization·ALBANY
ABRUZZI SPORTS CLUB INC
Nonprofit Organization·Schenectady
ABUELOS AYUDA INTERNATIONAL INC
Nonprofit Organization·ALBANY
ACADEMY OF CERTIFIED ARCHIVISTS
Nonprofit Organization·ALBANY
ACADEMY OF GENERAL DENTISTRY FOUNDATION
Nonprofit Organization·ALBANY
ACADEMY OF MANAGED CARE PHARMACY
Nonprofit Organization·ALBANY
ACADEMY OF REHABILITATIVE AUDIOLOGY
Nonprofit Organization·Albany
ACADEMY OF RURAL VETERINARIANS INC
Nonprofit Organization·ALBANY
ACCOUNTABLE JUSTICE ACTION FUND
Nonprofit Organization·ALBANY
Accra Christian Village Fund Inc
Nonprofit Organization·Albany
ACE MENTOR PROGRAM OF UPSTATE NEW YORK
Nonprofit Organization·albany
ACFP Employee Assistance Fund Inc
Nonprofit Organization·ALBANY
ACHIEVEMENT ACADEMY CHARTER SCHOOL
Nonprofit Organization·ALBANY
ACHILLES FIGURE SKATING CLUB
Nonprofit Organization·SELKIRK
ACTS OF KINDNESS INC
Nonprofit Organization·Albany
ACUPUNCTURE SOCIETY OF NEW YORK INC
Nonprofit Organization·ALBANY
Adam David Langley Foundation
Nonprofit Organization·Guilderland
ADAPTIVE DESIGN HV INC
Nonprofit Organization·ALBANY
ADAPTIVE MOTORSPORTS PROJECT OF UPSTATE NEW YORK INC
Nonprofit Organization·Latham
ADDICTIONS CARE CENTER OF ALBA
Nonprofit Organization·ALBANY