# MONTELLO WEALTH MANAGEMENT, INC.

MONTELLO WEALTH MANAGEMENT, INC. of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 151058
- Type: SEC-registered investment adviser
- SEC file number: 801-136515
- Location: 2401 PGA BLVD, STE 280-Q, PALM BEACH GARDENS, FL, 33410
- Phone: (561) 222-3305
- Latest filing: 2026-06-25
- Regulatory AUM: $108.4M
- Discretionary AUM: $108.4M
- Clients: 1
- Accounts: 502

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MONTELLO LAURENCE NMN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Laurence Nmn Montello | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Laurence Montello | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151058/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151058/similar
- Related entities: https://search.stillhousedata.com/firm/151058/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151058

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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.