M
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- GlacierVital +more
- Established Date
- 03-29-2017
- Office Locations
- 1
Office Locations
2250 Point Boulevard Suite 210 Elgin IL
About Monotelo Wealth Partners
Monotelo Wealth Partners is a Elgin-based RIA. The firm has been operating for 9 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Equity Compensation, Estate Planning.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith glacier Quantum optima
Client Personas
Beacon pioneer Ridge
Custodian
Ember Oak harbor Vertex Vector Fusion
Investment Themes
Horizon Optima eagle Vertex
Investment Vehicles
Matrix unison Capital quantum Beacon
Services
Delta Focus glacier Foundation Capital Bridge fusion Wave Optima signal Oak
Technology
Fusion Oak optima Catalyst
Owner & Executives
JAMES PATRICK RICHTER
Chief Executive Officer, President
- CRD
- #3092566
- Ownership
- 75% or more
(648) 239-6409
oak.atlas@unisoncapital.com
in linkedin.com/in/meridian-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,000,000
Equity - Exchange:
16.4% Equity - OTC:
32.0% U.S. Government/Agency:
18.5% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,462,839,999 | 16.4% |
| Equity - OTC | $2,854,321,949 | 32.0% |
| U.S. Government/Agency | $1,650,154,877 | 18.5% |
| Cash | $2,952,439,266 | 33.1% |
| Total | $8,919,756,091 | 100.0% |