MONTEREY WEALTH PARTNERS LLC
Doing business as MONTEREY WEALTH. SEC Form ADV profile.
Total regulatory AUM
$300,100,000
Discretionary
$137,600,000
Non-discretionary
$162,500,000
Firm details
- CRD number
- 172577
- SEC file number
- 801-118647
- Main office
- ATLANTA, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.