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FILIPPINI INVESTMENT ADVISORY
MONTECITO WEALTH MANAGEMENT LLC
CRD 165943
1203 DE LA VINA ST, SANTA BARBARA, CA, 93101, United States
Phone
(805) 969-9690
Fax
(805) 969-9690
Registration
— (—)
Source
State registered
Total AUM
$20.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $6.7M |
| High net worth individuals | 6 | $13.6M |
| Charitable organizations | 1 | $315K |
All web addresses on file
Official SEC filing: View on IAPD