# Olga Lee

> Olga Lee is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFA credential. Olga charges a percentage of assets.

Page: https://find.wellspent.co/advisors/olga-lee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MONTAG Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.97B across 1,308 accounts
- **Credentials:** CFA
- **CRD:** 5698127 (https://adviserinfo.sec.gov/individual/summary/5698127)
- **SEC registration:** Investment adviser representative in GA, TX
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** http://www.montagwealth.com

## Frequently asked questions

### Is Olga Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Olga holds no broker registration, and MONTAG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Olga charge for financial advice?

Olga charges a percentage of assets.

### Does Olga work with clients virtually?

Yes. MONTAG Wealth Management says on its website that it works with clients remotely.

### Where is Olga Lee based?

Olga Lee is based in Atlanta, Georgia.

### What credentials does Olga Lee hold?

Olga Lee holds the CFA credential.

### Is Olga Lee registered with the SEC?

Yes. Olga Lee is registered as an investment adviser representative in GA and TX (CRD 5698127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MONTAG Wealth Management manage?

MONTAG Wealth Management reports $2.97B across 1,308 accounts in assets under management.

### How do I contact Olga Lee?

Through Olga's website, www.montagwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5698127): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://montagwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.