Montello Wealth Management, Inc.
● SEC registered since 2026CRD 151058SEC# 801-136515Palm Beach Gardens, FL
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.
Montello Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laurence Montello Control | President/Chief Compliance Officer | Over 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
| Address | 2401 Pga Blvd, Ste 280-Q, Palm Beach Gardens, FL 33410 |
| Phone | (561) 222-3305 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$108.4Mregulatory AUM
Discretionary $108.4M