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, owner-operated registered investment adviser that bills itself to individual and family clients. The firm is organized as an LLC and became SEC-registered in 2026. Its advisory services center on financial planning and active portfolio management for individuals, small businesses and other business or institutional clients, supplemented by educational seminars and workshops. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Beyond investment advice the firm also conducts insurance brokerage activity and is affiliated with a law practice, which shapes the range of services it offers to clients. Palante does not position itself as a capital allocator and is not an active ESG investor. It operates under a single-state registration model rather than as a multistate adviser.