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Curtis Joseph Pouyer

Montgomery Wealth Management, LLC

Pagosa Springs, CO

Montgomery, TX

CRD 6100446

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Employer firm

Montgomery Wealth Management, LLC CRD 173968

$21.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Montgomery Wealth Management, Llc

123 N. 15Th Street, Pagosa Springs, CO 81147 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-05
TX RA APPROVED 2017-01-24
  • CO RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2017-01-24

Branch Locations

123 N. 15Th Street, Pagosa Springs, CO 81147 • United States

21123 Eva Street #220A, Montgomery, TX 77356 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sole Proprietor Montgomery TX 01/2008 Present
Montgomery Wealth Management Montgomery TX 12/2014 Present
  • 01/2008 → Present
    Sole Proprietor
    Montgomery, TX
  • 12/2014 → Present
    Montgomery Wealth Management
    Montgomery, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-23
  • S65 Uniform Investment Adviser Law Examination
    2012-07-23
Other Names
  • Pouyer Joseph Curtis

View on SEC IAPD

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