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MONTELLO WEALTH MANAGEMENT, INC.
CRD 151058 · SEC 801-136515
2401 PGA BLVD, STE 280-Q, PALM BEACH GARDENS, FL, 33410, United States
Phone
(561) 222-3305
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.4M
Discretionary AUM
$108.4M
Team
1 total employees; 1 advisory reps; 502 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 502 | $108.4M |
Official SEC filing: View on IAPD