| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristofer Andres Cabanillas Control | President | Under 5% | 2013 |
| Fab Cab Trust Dated February 19, 2016 Control | Shareholder | 25-50% | 2016 |
| Gary Eugene Douglas Alt Control | Partner | 25-50% | 2021 |
Monterey Private Wealth, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Monterey Private Wealth, Inc. reports 13 employees.
Monterey Private Wealth, Inc. is based in Monterey, CA.
Monterey Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2340 Garden Road, Suite 202, Monterey, CA 93940 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.04B |
| Non-discretionary | $55.9M |
| Total (RAUM) | $1.1B |