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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial pioneerQuantum horizon
- Established Date
- 03-25-2015
- Office Locations
- 1
Office Locations
About Palante Wealth Advisors, LLC
Palante Wealth Advisors is a Pennington, NJ RIA providing planning-centric wealth management for people who feel called to lead, spanning investment planning, retirement planning, tax planning, estate and legacy planning, insurance, and business-succession needs. Portfolios emphasize asset allocation and active management, with significant ETF and mutual-fund use and complementary fixed income. Custody relationships include Schwab and Fidelity.
Team overview
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Investment Themes
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Platform
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Owner & Executives
VICTOR JUAN MEDINA
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #6457820
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL FURST
--
- CRD
- #6836930
David J Glassman
--
- CRD
- #8147848
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,500,287 | $344,777 |
| Non-Discretionary | $0 | -- |
| Total | $115,500,287 | $344,777 |
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Separately Managed Accounts
Total SMA Asset: $115,500,287
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,601,280,833 | 34.3% |
| Public Funds | $1,087,750,536 | 23.3% |
| Cash | $1,549,927,803 | 33.2% |
| Municipal Bonds | $429,498,066 | 9.2% |
| Total | $4,668,457,238 | 100.0% |