# Monotelo Wealth Partners

> Monotelo Wealth Partners is a state-registered investment advisory firm in Elgin, IL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 287495
- Filed as: MONOTELO WEALTH PARTNERS
- Legal name: Monotelo Wealth Partners, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elgin, IL
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287495
- AdvisorCensus page: https://advisorcensus.com/firm/monotelo-wealth-partners-elgin-il-287495

## Quick answers

**How is Monotelo Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Monotelo Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Monotelo Wealth Partners located?**
Monotelo Wealth Partners' principal office is in Elgin, IL, according to its Form ADV.

**Is Monotelo Wealth Partners registered with the SEC or a state?**
Monotelo Wealth Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 287495.

**How much does Monotelo Wealth Partners manage?**
Monotelo Wealth Partners reports $40,000,000 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Monotelo Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Monotelo Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287495

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,000,000
- Discretionary: $40,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $40,000,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Insurance companies | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monotelowealthpartners.com
- Facebook @Monotelo-Wealth-Partners
- Instagram @monotelo_wealth_partners_inc
- TikTok @monotelo_wealth_partners
- X @MonoteloINC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monotelo Wealth Partners (CRD 287495): Form ADV filing data as of October 2026.