Adviser Profile
| As of Date | 06/28/2026 |
| Registration status | Registration Changed to MONTELLO WEALTH MANAGEMENT, INC. |
| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | (56 xxxxxxx |
| AUM* | 108,420,000 52% |
| of that, discretionary | 108,420,000 52% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,976 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds