PALANTE WEALTH ADVISORS, LLC

PALANTE WEALTH ADVISORS, LLC of PENNINGTON, NJ is an SEC-registered investment adviser (CRD 175298). Regulatory assets under management: $115.5M.

Registration

• CRD: 175298
• SEC file number: 801-135678
• Type: Registered investment adviser
• Location: 230 WEST DELAWARE AVENUE, PENNINGTON, NJ, 08534
• Phone: 609-476-9269
• Latest filing: 2026-06-08
• Regulatory AUM: $115.5M
• Discretionary AUM: $115.5M
• Clients: 5
• Accounts: 335

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search