MONTELLO WEALTH MANAGEMENT, INC.

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