Monterey Private Wealth, Inc.
CRD 114572SEC# 801-61605Monterey, CA
No longer SEC-registered. Monterey Private Wealth, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.1B
Employees
13
Accounts
1,985
Location
Monterey, CA
Monterey Private Wealth, Inc. assets under management
Monterey Private Wealth, Inc. is an SEC-registered investment adviser based in Monterey, CA. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Monterey Private Wealth, Inc. owners & executives
9 reported| 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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Monterey Private Wealth, Inc. manage?
Monterey Private Wealth, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Monterey Private Wealth, Inc. have?
Monterey Private Wealth, Inc. reports 13 employees.
Where is Monterey Private Wealth, Inc. located?
Monterey Private Wealth, Inc. is based in Monterey, CA.
Does Monterey Private Wealth, Inc. disclose fund performance?
Monterey Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2340 Garden Road, Suite 202, Monterey, CA 93940 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.1BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.1Bregulatory AUM
Discretionary $1.04BNon-discretionary $55.9M