Monterey Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated January 26, 2026, reports $300M in regulatory assets under management, 3 employees, 1 office, and 340 accounts.
Assets Under Management
$300M
Employees
3
Offices
1 office
Total Clients
157
Primary office
ATLANTA, GA
200 ASHFORD CENTER NORTH, SUITE 310, ATLANTA, GA, United States
Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
87
2
Pension Plans
22.9%
36
3
HNWI
21.7%
34
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of January 26, 2026
Discretionary45.9%
$138M
46% of total RAUM45.9%
Non-discretionary54.1%
$163M
54% of total RAUM54.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts340
10Y AUM Change+$300M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change+1 (+50.0%)
* 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.