# PALANTE WEALTH ADVISORS, LLC

PALANTE WEALTH ADVISORS, LLC of PENNINGTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 175298
- Type: SEC-registered investment adviser
- SEC file number: 801-135678
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Victor Juan Medina | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175298/similar
- Related entities: https://search.stillhousedata.com/firm/175298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175298

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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.