Data / Investment advisers / Florida / Montello Wealth Management, Inc.
Montello Wealth Management, Inc., Palm Beach Gardens, FL: $108 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Montello Wealth Management, Inc. is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $108 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Montello Wealth Management, Inc. (CRD number 151058): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151058
- SEC file number
- 801-136515
- SEC status
- Approved, effective June 26, 2026
- Main office
- 2401 Pga Blvd Ste 280-Q, Palm Beach Gardens, FL 33410
- Phone
- (561) 222-3305
- Regulatory AUM
- $108,420,000 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $108,420,000
- Accounts
- 502
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 502 | $108.4 million |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nexwealth LLC | Palm Beach Gardens | $172.2 million | Not listed | adviserinfo.sec.gov |
| Long Short Advisors, LLC | Palm Beach Gardens | $154.2 million | Not listed | adviserinfo.sec.gov |
| Raven Capital Management LLC | Palm Beach Gardens | $139.3 million | 4 | adviserinfo.sec.gov |
| Resnick Wealth Alliance, LLC | Palm Beach Gardens | $121.1 million | Not listed | adviserinfo.sec.gov |
| Castle Island Wealth | Palm Beach Gardens | $117.2 million | Not listed | adviserinfo.sec.gov |
| American Vo IM LLC | Palm Beach Gardens | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Montello Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.