Overview
Montana Wealth Management Sp. z o.o. focuses on wealth planning and protecting assets for transfer to the next generations. The company also works with precious metals, especially physical gold, and real estate investments. The excerpt additionally mentions financing and the purchase of receivables.
Financials
Revenue history (in k)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Bank accounts
Registered as a VAT taxpayer on 2021-06-01. Active
27 1020 5095 0000 5902 0237 2720
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
4 public aid cases recorded, with a total value of $70,159.
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Sep 3, 2025 | De minimis aid (in accordance with Commission Regulation 2023/2831) | $34,445$34,445 | Krajowe Stowarzyszenie Wspierania Przedsiębiorczości | |
| Mar 27, 2025 | De minimis aid (in accordance with Commission Regulation 2023/2831) | $18,051$18,051 | Prezes Banku Gospodarstwa Krajowego | |
| Sep 26, 2023 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $7,613$7,613 | Agencja Rozwoju Regionalnego Arleg S.A. |
Tenders
No recorded participation in tenders.
Authorized Representatives
Manner of representation
Where the management board is a one-person management board, the sole member of the management board has the right to represent the company independently. Where the management board is a multi-member management board, joint action by two members of the management board or by one member of the management board jointly with a commercial proxy is required.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Krzysztof Jan Michalik (61) | 910 | $12,290.65 | 91% |
Others | 90 | $1,215.56 | 9% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Krzysztof Jan Michalik (61)  | Shareholder of a limited liability company, 45500.0 PLN |
Subsidiaries
| Name | Share value | Stake | ||
|---|---|---|---|---|
Wealth Financesp. z o.o. | 27,012.43 USD | 100% |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Greenstone Formatsp. z o.o. + limited partnership | $5,454,032.95 | greenstoneam.com | ||
| Prospectorsp. z o.o. | $1,918,767.75 | prospector.nieruchomosci.pl | ||
| Newstate Reisp. z o.o. | $1,868,997.58 | newstate.pl | ||
| PoznaniaS.A. | $1,715,739.19 | poznania.pl | ||
| Greenstone Asset Managementsp. z o.o. | $1,259,552.05 | greenstoneam.com | ||
| Wspólnota Pmm MazurS.K.A. | $1,075,691.28 | pmm.waw.pl | ||
| Realmsp. z o.o. | $1,127,742.63 | realm.com.pl | ||
| RS Investhouse sp. z o.o.sp. k. | $1,053,903.24 | rsinvesthouse.pl | ||
| WASZ Zarządcasp. z o.o. | $773,249.66 | waszzarzadca.pl | ||
| MONO Developmentsp. z o.o. | $497,051.99 | grzegorzflis.pl |
Change history
| Date | Event | |
|---|---|---|
| 2025-01-14 | Address change (Ul. Zakładowa 9ac, 50-231, Wrocław → Ul. Jedności Narodowej 41/3e, 50-260, Wrocław) | |
| 2023-10-26 | Address change (Ul. Jedności Narodowej 41/3e, 50-260, Wrocław → Ul. Zakładowa 9ac, 50-231, Wrocław) | |
| 2022-03-28 | PKD change (Added: 55.10.Z, 55.20.Z, 55.90.Z) | |
| 2021-11-25 | PKD change (Added: 43.39.Z) | |
| 2021-09-24 | Address change (Al. Jana Matejki 2c/3, 50-333, Wrocław → Ul. Jedności Narodowej 41/3e, 50-260, Wrocław) |
FAQ
Last updated: 2026-07-17