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- Custodian
- Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2025
- Office Locations
- 1
Office Locations
About Monterra Advisors, LLC
Monterra Advisors, LLC is a Orlando-based RIA. The firm has been operating for 0 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Citibank.
Reported data analysis
What the numbers show
Of the latest reported AUM, 18.9% is discretionary and 81.1% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $466.5K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Services
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Owner & Executives
Milan Pualic
Chief Compliance Officer, Managing Member
- CRD
- #8140858
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,000 | -- |
| Non-Discretionary | $3,026,000 | -- |
| Total | $3,732,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monterra Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.