Monterey Wealth Partners LLC
● SEC registered since 2020CRD 172577SEC# 801-118647Atlanta, GA
Reg. AUM
$300.1M
Employees
3
Accounts
340
Location
Atlanta, GA
Monterey Wealth Partners LLC assets under management
Monterey Wealth Partners LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2020. It reports $300.1 million in regulatory assets under management and employs 3 people.
Monterey Wealth Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David E Duncan Control | Chief Compliance Officer | Under 5% | 2023 |
| Duncan Financial Partners, Inc. Control | Owner | 10-25% | 2022 |
| Jay William Cohen Control | President | Under 5% | 2020 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Monterey Wealth Partners LLC manage?
Monterey Wealth Partners LLC reports $300.1 million in regulatory assets under management on its Form ADV.
How many employees does Monterey Wealth Partners LLC have?
Monterey Wealth Partners LLC reports 3 employees.
Where is Monterey Wealth Partners LLC located?
Monterey Wealth Partners LLC is based in Atlanta, GA and has been SEC-registered since 2020.
Does Monterey Wealth Partners LLC disclose fund performance?
Monterey Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Ashford Center North, Suite 310, Atlanta, GA 30338 |
| Phone | 404-201-2284 |
| Fax | 404-446-2998 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.1M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$300.1Mregulatory AUM
Discretionary $137.6MNon-discretionary $162.5M