Sean Montgomery, Scott Miller, Matt Dupon

What changed

Part of The Bridgeway Group, a nine-person team moving to Merit Financial Advisors; oversees ~$900M in client assets.

Reported / discovered

Aug 12, 2026

Effective

Not reported

New role

Wealth Manager and Partner

Previous role

Not reported

Market

Pasadena, CA

Reported book

$900M

Reported team size

9 people

Named people

3

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.