Data / Investment advisers / Georgia / Monterey Wealth
Monterey Wealth, Atlanta, GA: $300 million AUM, SEC registered investment adviser
Monterey Wealth is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $300 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 172577
- SEC file number
- 801-118647
- SEC status
- Approved, effective May 1, 2020
- Legal name
- Monterey Wealth Partners LLC
- Main office
- 200 Ashford Center North Suite 220, Atlanta, GA 30338
- Phone
- (404) 201-2285
- Regulatory AUM
- $300,100,000 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $137,600,000
- Non discretionary AUM
- $162,500,000
- Accounts
- 340
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 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 |
|---|---|---|
| Pension and profit sharing plans | 36 | $170.3 million |
| High net worth individuals | 34 | $103.6 million |
| Individuals (other than high net worth individuals) | 87 | $25.7 million |
| Corporations or other businesses | Fewer than 5 | $500,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $300.1 million | January 26, 2026 |
| December 1, 2025 | $237.8 million | February 17, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gridline | Atlanta | $332.1 million | 36 | adviserinfo.sec.gov |
| Dai Wealth, LLC | Atlanta | $330 million | Not listed | adviserinfo.sec.gov |
| O15 Capital Partners, LLC | Atlanta | $310.3 million | 2 | adviserinfo.sec.gov |
| Battle Investment Group, LLC | Atlanta | $307.9 million | 3 | adviserinfo.sec.gov |
| Grove Mountain Partners, LLC | Atlanta | $307.7 million | 4 | adviserinfo.sec.gov |
| Estate Management Counselors,Llc | Atlanta | $294.3 million | Not listed | adviserinfo.sec.gov |
| Baugh & Associates, LLC | Atlanta | $294.2 million | Not listed | adviserinfo.sec.gov |
| Chatham Capital | Atlanta | $288.9 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Monterey Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.