MONTELLO WEALTH MANAGEMENT, INC.

MONTELLO WEALTH MANAGEMENT, INC. of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 151058). Regulatory assets under management: $108.4M.

Registration

• CRD: 151058
• SEC file number: 801-136515
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151058 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search