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Palante Wealth Advisors, LLC

● SEC registered since 2026CRD 175298SEC# 801-135678Pennington, NJ
Export (members)
Reg. AUM
$115.5M
Employees
5
Accounts
335
Location
Pennington, NJ

Palante Wealth Advisors, LLC assets under management

Palante Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Pennington, NJ. The firm has been registered since 2026. It reports $115.5 million in regulatory assets under management and employs 5 people.
www.palantewealth.comView on SEC.gov ↗

Palante Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Victor Juan Medina ControlChief Executive Officer And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Palante Wealth Advisors, LLC manage?

Palante Wealth Advisors, LLC reports $115.5 million in regulatory assets under management on its Form ADV.

How many employees does Palante Wealth Advisors, LLC have?

Palante Wealth Advisors, LLC reports 5 employees.

Where is Palante Wealth Advisors, LLC located?

Palante Wealth Advisors, LLC is based in Pennington, NJ and has been SEC-registered since 2026.

Does Palante Wealth Advisors, LLC disclose fund performance?

Palante Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address230 West Delaware Avenue, Pennington, NJ 08534
Phone609-476-9269
Fax866-218-9758
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.5M
Non-discretionary$0
Total (RAUM)$115.5M