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Montello Wealth Management, Inc.

● SEC registered since 2026CRD 151058SEC# 801-136515Palm Beach Gardens, FL
Export (members)
Reg. AUM
$108.4M
Employees
1
Accounts
502
Location
Palm Beach Gardens, FL

Montello Wealth Management, Inc. assets under management

Montello Wealth Management, Inc. operates as an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2026. It reports $108.4 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Montello Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Laurence Montello ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Montello Wealth Management, Inc. manage?

Montello Wealth Management, Inc. reports $108.4 million in regulatory assets under management on its Form ADV.

How many employees does Montello Wealth Management, Inc. have?

Montello Wealth Management, Inc. reports 1 employees.

Where is Montello Wealth Management, Inc. located?

Montello Wealth Management, Inc. is based in Palm Beach Gardens, FL and has been SEC-registered since 2026.

Does Montello Wealth Management, Inc. disclose fund performance?

Montello Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2401 Pga Blvd, Ste 280-Q, Palm Beach Gardens, FL 33410
Phone(561) 222-3305
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.4M
Non-discretionary$0
Total (RAUM)$108.4M