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MONTEREY WEALTH
MONTEREY WEALTH PARTNERS LLC
CRD 172577 · SEC 801-118647
200 ASHFORD CENTER NORTH, SUITE 310, ATLANTA, GA, 30338, United States
Phone
404-201-2284
Fax
404-446-2998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.1M
Discretionary AUM
$137.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $25.7M |
| High net worth individuals | 34 | $103.6M |
| Pension/profit sharing plans | 36 | $170.3M |
States served
GA, KY, LA, OH, MO, FL
All web addresses on file
- https://www.linkedin.com/in/tyler-henderson-cfp%C2%AE-411650a/
- https://stacksofcash.buzzsprout.com/
- https://www.linkedin.com/in/toby-cramer/
- https://www.linkedin.com/in/bob-kwatnez-35b6744/
- HTTP://MONTEREYWEALTH.COM/
- https://www.linkedin.com/in/david-duncan-cfp%C2%AE-ba576034/
- HTTPS://TWITTER.COM/MONTEREYWEALTH
- https://www.linkedin.com/in/jaywcohen/
Official SEC filing: View on IAPD