MONOTELO WEALTH PARTNERS

MONOTELO WEALTH PARTNERS of ELGIN, IL is an SEC-registered investment adviser (CRD 287495). Regulatory assets under management: $40.0M.

Registration

• CRD: 287495
• Type: Registered investment adviser
• Location: 2250 POINT BOULEVARD, ELGIN, IL, 60123
• Phone: 847-923-9015
• Latest filing: 2026-01-07
• Regulatory AUM: $40.0M
• Discretionary AUM: $40.0M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search