# 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.

- CRD: 151058
- Filed as: MONTELLO WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151058
- AdvisorCensus page: https://advisorcensus.com/firm/montello-wealth-management-inc-palm-beach-gardens-fl-151058

## Quick answers

**How 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.

**How much does Montello Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated May 21, 2026 states: Hourly rate: $150 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Account minimum: $100,000

> Montello Wealth generally requires a minimum account size of $100,000 to open and maintain an individually managed account.

- Hourly rate: $150 an hour (financial planning services)

> Montello Wealth charges an hourly fee of $150 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $108,420,000
- Discretionary: $108,420,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 502 | $108,420,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Montello Wealth Management, Inc. (CRD 151058): Form ADV filing data as of October 2026.