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| Happy Holidays!! thanks for using AUM13F!! |
| Monterey Private Wealth Inc
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| CRD # | 114572 |
| SEC # | 801-61605 |
| CIK # | 0001839826 |
| AUM | $1.1 B (2025-03-22) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 831-372-3426 |
| Address | 2340 Garden Road Monterey, CA 93940 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 17.4 | |
| Microsoft Corp | 5.6 | |
| Costco Wholesale Corp /NEW | 3.8 | |
| Tesla Motors Inc | 3.1 | |
| Alphabet Inc | 2.6 | |
| Amazon Com Inc | 2.5 | |
| J P Morgan Chase & Co | 2.3 | |
| Nvidia Corp | 2.1 | |
| Alphabet Inc | 1.8 | |
| VISA Inc | 1.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 188.7 |
| (b) Individuals (high net worth individuals) | 227 | 728.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 115.4 |
| (h) Charitable organizations | 8 | 66.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,985 | 1,098.9 |
| By Discretionary | ||
| Discretionary | 1,897 | 1,043.0 |
| Non-Discretionary | 88 | 55.9 |
| Total | 1,985 | 1,098.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,098.9 | |
| Total | 1,985 | 1,098.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839826] |
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|---|---|---|
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IL | 1.1 |
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NY | 1.1 |
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1.1 | |
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AZ | 1.1 |
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WI | 1.1 |
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TX | 1.1 |