M
CRD: 151058
Montello Wealth Management, Inc.
Palm Beach Gardens, FL, 33410
5612223305
$108.4M Total AUM
$108.4M Disc. AUM
-- 3Y CAGR
1 Employees
1,004 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-2009
- Office Locations
- 1
Office Locations
2401 PGA Blvd STE 280 Palm Beach Gardens FL
About Montello Wealth Management, Inc.
Montello Wealth Management, Inc. is a Palm Beach Gardens-based RIA. The firm has been operating for 16 years. Managing $108.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$108.4M AVG AUM / ADVISOR
$108.0K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Client Personas
Quantum
Investment Themes
Fusion Horizon legacy
Investment Vehicles
Ember
Services
North vital Optima Value matrix Momentum Harbor Pathway pioneer Legacy
Owner & Executives
LAURENCE MONTELLO
Chief Compliance Officer, Managing Director, President
- CRD
- #3154790
- Ownership
- 75% or more
(248) 389-6148
optima.glacier@quantumcapital.com
in linkedin.com/in/atlas-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,420,000 | $215,976 |
| Non-Discretionary | $0 | -- |
| Total | $108,420,000 | $215,976 |
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Separately Managed Accounts
Total SMA Asset: $108,420,000
Equity - Exchange:
31.1% Corporate - Investment Grade:
46.0% Cash:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,360,019,801 | 31.1% |
| Corporate - Investment Grade | $2,011,604,851 | 46.0% |
| Cash | $1,001,429,372 | 22.9% |
| Total | $4,373,054,024 | 100.0% |