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| Keyboard |
| Palante Wealth Advisors LLC
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|---|---|
| CRD # | 175298 |
| SEC # | 801-135678 |
| CIK # | |
| AUM | 115.5 M (2026-06-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 609-476-9269 |
| Address | 230 West Delaware Avenue Pennington, NJ 08534 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 26.6 |
| (b) Individuals (high net worth individuals) | 34 | 88.9 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 115.5 |
| By Discretionary | ||
| Discretionary | 335 | 115.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 335 | 115.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.5 | |
| Total | 335 | 115.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arlington Securities Inc
✚
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116.9 M | |
|
Whitwell & Co LLC
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116.8 M | |
|
Heckman Financial & Insurance Services Inc
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|
CA | 116.4 M |
|
Orchard City Wealth Management LLC
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|
CA | 116.1 M |
|
MPM Advisors Group LLC
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|
NY | 116.1 M |
|
Zenith Advisory Group LLC
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|
FL | 115.4 M |
|
Strategic Foresight Investments LLC
✚
|
DE | 115.0 M |
|
Fortify Wealth Inc
✚
|
MO | 115.0 M |
|
South Bay Financial Partners Group Inc
✚
|
CA | 114.8 M |
|
Queen City Capital Management LLC
✚
|
OH | 114.4 M |