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)
| Name | Role | Location |
|---|
| Victor Juan Medina | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
More on this firm