# MONTEREY WEALTH PARTNERS LLC

MONTEREY WEALTH PARTNERS LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 172577
- Type: SEC-registered investment adviser
- SEC file number: 801-118647
- Location: 200 ASHFORD CENTER NORTH, SUITE 310, ATLANTA, GA, 30338
- Phone: 404-201-2284
- Latest filing: 2026-01-26
- Regulatory AUM: $300.1M
- Discretionary AUM: $137.6M
- Non-discretionary AUM: $162.5M
- Clients: 3
- Accounts: 340

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jay William Cohen | OWNER; PRESIDENT | — |
| David E Duncan | CHIEF COMPLIANCE OFFICER; OWNER | — |
| COHEN LAURENCE WILLIAM | OWNER; PRESIDENT; PRESIDENT / CCO | — |
| DUNCAN DAVID E | CHIEF COMPLIANCE OFFICER; OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (404) 201-2284 |
| — | — | 1 | (404) 201-2284 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172577/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172577/similar
- Related entities: https://search.stillhousedata.com/firm/172577/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172577

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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.