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| Keyboard |
| Monterey Wealth Partners LLC
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|---|---|
| CRD # | 172577 |
| SEC # | 801-118647 |
| CIK # | |
| AUM | 300.1 M (2026-01-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 404-201-2284 |
| Address | 200 Ashford Center North Atlanta, GA 30338 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 25.7 |
| (b) Individuals (high net worth individuals) | 34 | 103.6 |
| (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 | 36 | 170.3 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 340 | 300.1 |
| By Discretionary | ||
| Discretionary | 294 | 137.6 |
| Non-Discretionary | 46 | 162.5 |
| Total | 340 | 300.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.1 | |
| Total | 340 | 300.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
✚
|
300.6 M | |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 300.5 M |
|
Capital Wealth Alliance LLC
✚
|
AZ | 300.3 M |
|
Wealth Advisors Network Inc
✚
|
NE | 300.3 M |
|
Optimum Financial Services LLC
✚
|
MS | 300.2 M |
|
Cathy Pareto and Associates Inc
✚
|
FL | 300.1 M |
|
Birchcreek Wealth Management LLC
✚
|
OH | 300.1 M |
|
Capital West Partners LLC
✚
|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |