MONTELLO WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$108,420,000
Discretionary
$108,420,000
Non-discretionary
$0
Firm details
- CRD number
- 151058
- SEC file number
- 801-136515
- Main office
- PALM BEACH GARDENS, FL, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.