Overview
Assets Under Management: $300 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
MONTEREY WEALTH 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 #172577), MONTEREY WEALTH is subject to fiduciary duty under federal law.
MONTEREY WEALTH is headquartered in ATLANTA, GA.
MONTEREY WEALTH serves 34 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, MONTEREY WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MONTEREY WEALTH manages $300 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, MONTEREY WEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 340
Discretionary Accounts: 294
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 172577
Filing ID: 2044401
Last Filing Date: 2026-01-26 11:13:25