Career
Judy Weeden has been Chief Operating Officer of Montis Financial since August 2024. Judy Weeden is a control person of the firm and directly owns under 5% of it. Judy Weeden holds a B.S. in business administration, with a concentration in management from the University of New Hampshire.
Montis Financial, LLC is a Waltham, MA firm with $1.26B under management, 580 clients and 16 advisers across 7 offices, as of its March 2026 filing.
Judy Weeden is Chief Operating Officer of Montis Financial. She oversees the firm’s day-to-day administrative and operational functions and leads its operations and client services departments. She has over 15 years of experience in operational leadership. Prior to joining Montis, she was chief of staff and strategic partner to the CEO of Adviser Investments, an RIA based in Newton, MA.
The IAPD individual lookup on 19 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Judy Weeden is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Judy Weeden
- CRD
- 8051201
- Record basis
- Form ADV officer listing
- Firm bio
- montisfinancial.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Judy Weeden work?
Judy Weeden has been Chief Operating Officer of Montis Financial, LLC since August 2024, and is a control person of the firm.
