AdvisorCensus / Financial advisors / Florida / Miami / Montello Wealth Management, Inc.
Montello Wealth Management, Inc.
Filed as MONTELLO WEALTH MANAGEMENT, INC.
Montello Wealth Management, Inc. is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.
Quick answers
From the filingHow is Montello Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Montello Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Montello Wealth Management, Inc. located?
Montello Wealth Management, Inc.'s principal office is in Palm Beach Gardens, FL, according to its Form ADV.
Is Montello Wealth Management, Inc. registered with the SEC or a state?
Montello Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 151058.
How much does Montello Wealth Management, Inc. manage?
Montello Wealth Management, Inc. reports $108,420,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).
What types of clients does Montello Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (502).
Does Montello Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151058
Does Montello Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 21, 2026 says: "Montello Wealth generally requires a minimum account size of $100,000 to open and maintain an individually managed account."
What changed in Montello Wealth Management, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000
The brochure's wording
Montello Wealth generally requires a minimum account size of $100,000 to open and maintain an individually managed account.
As stated in the firm's Form ADV Part 2A brochure dated May 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$108,420,000 as of October 2026, filing dated June 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Montello Wealth Management, Inc. (CRD 151058): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/montello-wealth-management-inc-palm-beach-gardens-fl-151058