MONTELLO WEALTH MANAGEMENT, INC.

RIASEC Registered
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$216K
Accounts
502
Employees
1
Advisory reps
1

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
151058
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Montello Wealth Management, Inc. is an independent, privately owned registered investment adviser focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines an asset-based advisory fee with hourly billing for select services. Montello does not position itself as a capital allocator and is not identified as an active ESG investor; it appears to operate under a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%94%
  • Exchange Traded Equities94%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • LAURENCE MONTELLO

    Managing DirectorCRD 3154790

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2401 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth