Overview
Assets Under Management: $1.1 billion
Headquarters: MONTEREY, CA
High-Net-Worth Clients: 227
Average Client Assets: $3 million
Frequently Asked Questions
MONTEREY PRIVATE WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114572), MONTEREY PRIVATE WEALTH, INC. is subject to fiduciary duty under federal law.
MONTEREY PRIVATE WEALTH, INC. is headquartered in MONTEREY, CA.
MONTEREY PRIVATE WEALTH, INC. serves 227 high-net-worth clients according to their SEC filing dated March 22, 2025. View client details ↓
According to their SEC Form ADV, MONTEREY PRIVATE WEALTH, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MONTEREY PRIVATE WEALTH, INC. manages $1.1 billion in client assets according to their SEC filing dated March 22, 2025.
According to their SEC Form ADV, MONTEREY PRIVATE WEALTH, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,985
Discretionary Accounts: 1,897
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 114572
Filing ID: 1964976
Last Filing Date: 2025-03-22 13:08:00
Website: https://montereypw.com