Palante Wealth Advisors, LLC
● SEC registered since 2026CRD 175298SEC# 801-135678Pennington, NJ
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.
Palante Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Victor Juan Medina Control | Chief Executive Officer And Chief Compliance Officer | Over 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
| Address | 230 West Delaware Avenue, Pennington, NJ 08534 |
| Phone | 609-476-9269 |
| Fax | 866-218-9758 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.5MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$115.5Mregulatory AUM
Discretionary $115.5M