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| Happy Holidays!! thanks for using AUM13F!! |
| Monterey Wealth Partners LLC
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| CRD # | 172577 |
| SEC # | 801-118647 |
| CIK # | |
| AUM | $237.8 M (2025-02-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 404-201-2284 |
| Address | 200 Ashford Center North Atlanta, GA 30338 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 26.1 |
| (b) Individuals (high net worth individuals) | 28 | 83.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 127.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 237.8 |
| By Discretionary | ||
| Discretionary | 285 | 108.5 |
| Non-Discretionary | 52 | 129.3 |
| Total | 337 | 237.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.8 | |
| Total | 337 | 237.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |