PALANTE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2026

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$345K

Accounts

335

Employees

Advisory reps

Firm details

Headquarters: PENNINGTON, New Jersey
CRD number: 175298
Registered since: March 27, 2026
Website: palantewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.98%
Individuals23.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palante Wealth Advisors, LLC is an independent, individually owned registered investment adviser that lists SEC registration in 2026. The firm serves individual and family clients and combines advisory services with related business activities; it operates as an insurance broker and maintains a law firm affiliation. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. Compensation is primarily via a percentage-of-assets model, supplemented by fixed fees. The firm reports it is not an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state or pension consultant adviser.