Monterey Wealth

RIASEC RegisteredEst. 2020

Total AUM

$300M

Discretionary

$138M

46% of AUM

Avg account

$883K

Accounts

340

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 172577
Registered since: May 1, 2020
Website: montereywealth.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans56.75%
HNWI34.52%
Individuals8.56%
Corporations / Businesses0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Monterey Wealth is an independent registered investment adviser formed in 2020 and organized as a limited liability company. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is flexible: the firm charges a percentage of assets under management and can also bill hourly or via fixed fees. Monterey Wealth is not classified as an active ESG investor.