PALM BEACH GARDENS, FLCRD 151058Registration Status: ApprovedEffective since June 26, 2026Latest ADV June 25, 2026
Montello Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated June 25, 2026, reports $108M in regulatory assets under management, 1 employee, and 502 accounts.
Assets Under Management
$108M
Employees
1
Offices
--
Total Clients
502
Primary office
PALM BEACH GARDENS, FL
2401 PGA BLVD, STE 280-Q, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
502
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$108Mas of June 25, 2026
Discretionary100.0%
$108M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$108M
Total Accounts502
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee502:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.