# MONTEREY PRIVATE WEALTH, INC.

MONTEREY PRIVATE WEALTH, INC. of MONTEREY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 114572
- Type: SEC-registered investment adviser
- SEC file number: 801-61605
- Location: 2340 GARDEN ROAD, SUITE 202, MONTEREY, CA, 93940
- Phone: (831) 372-3426
- Latest filing: 2025-03-22
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $55.9M
- Clients: 13
- Accounts: 1,985

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Gary Eugene Douglas Alt | PARTNER | — |
| Steven Charles Merrell | CHIEF COMPLIANCE OFFICER/PARTNER; TRUSTEE | — |
| Cristofer Andres Cabanillas | PRESIDENT; TRUSTEE | — |
| Shelley Marie Cabanillas | TRUSTEE | — |
| Jeanne Marie Merrell | TRUSTEE | — |
| MERRELL STEVEN CHARLES | CHIEF COMPLIANCE OFFICER/PARTNER; OWNER; OWNER, PRESIDENT & DIRECTOR (+5 more) | — |
| MERRELL JEANNE MARIE | DIRECTOR; OWNER, DIRECTOR; TRUSTEE (+2 more) | — |
| ALT GARY EUGENE DOUGLAS | CHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; CHIEF COMPLIANCE OFFICER, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; PARTNER (+2 more) | — |
| ALT SHEILA EDITH | DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; OWNER, DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST | — |
| PETERSEN KENNETH BURTON | PRINCIPAL | — |
| ALT GARY ED | CHIEF COMPLIANCE OFFICER | — |
| CABANILLAS CRISTOFER ANDRES | PRESIDENT; PRINCIPAL; TRUSTEE | — |
| Cabanillas Shelley Marie | TRUSTEE | — |


## Branch offices (20)

_Showing 15 of 20 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 703-549-0862 |
| PLEASANTON | CA | 1 | 831-372-3426 |
| — | — | 1 | 616-862-5041 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-359-7791 |
| — | — | 1 | 831-801-4138 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-601-3746 |
| — | — | 1 | 303-829-7388 |
| — | — | 1 | 801-888-3643 |
| — | — | 1 | 703-549-0862 |
| PLEASANTON | CA | 1 | 831-372-3426 |
| — | — | 1 | 616-862-5041 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-359-7791 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114572/similar
- Related entities: https://search.stillhousedata.com/firm/114572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114572

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.