Palante Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pennington, NJ. Its latest Form ADV filing, dated April 27, 2026, reports $116M in regulatory assets under management, 5 employees, and 335 accounts.
Assets Under Management
$116M
Employees
5
Offices
--
Total Clients
102
Primary office
PENNINGTON, NJ
230 WEST DELAWARE AVENUE, PENNINGTON, NJ, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
68
2
HNWI
33.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of April 27, 2026
Discretionary100.0%
$116M
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$116M
Total Accounts335
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee20:1
10Y Employee Change0 (0.0%)
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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.