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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Focus quantumSummit vector +more
- Established Date
- 05-01-2020
- Office Locations
- 2
Office Locations
About Monterey Wealth
Monterey Wealth is an independent advisory firm providing individual wealth planning alongside 401(k) consulting for plan sponsors. The team emphasizes fee transparency and custom, non-proprietary strategies, supporting fiduciary governance with 3(21)/3(38) co-fiduciary monitoring, a fiduciary vault, and quarterly/biannual onsite reviews. They also advise on cash balance pension plans for closely held business owners seeking larger tax-advantaged retirement contributions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAY WILLIAM COHEN
President
- CRD
- #4470591
- Ownership
- Less than 5%
DAVID E DUNCAN
Chief Compliance Officer, Partner
- CRD
- #6027905
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TYLER SCOTT HENDERSON
--
- CRD
- #5243395
RICHARD LEWIS HOLLAND
--
- CRD
- #1624264
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,600,000 | $468,027 |
| Non-Discretionary | $162,500,000 | $3,532,609 |
| Total | $300,100,000 | $882,647 |
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Separately Managed Accounts
Total SMA Asset: $300,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $937,010,539 | 14.9% |
| Equity - Exchange | $2,050,103,595 | 32.6% |
| U.S. Government/Agency | $1,867,732,416 | 29.7% |
| Cash | $1,433,814,784 | 22.8% |
| Total | $6,288,661,334 | 100.0% |